Taylor Kalyn Savka

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 03/2018
  Invest Financial Corporation
  Tampa, FL
• 03/2018 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 03/2018 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2016-03-11 → 2018-03-19
  Invest Financial Corporation
  Appleton, WI
• 2015-02-25 → 2016-02-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clearwater, FL

Exams

• S66 Uniform Combined State Law Examination
  2015-02-23

Other Names

• Taylor Kalyn Smelt