Sarah Taylor

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

• 12/2021 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 03/2026 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 02/2018 → 12/2021
  Citrix Systems, Inc
  Fort Lauderdale, FL
• 06/2015 → 02/2018
  Tyco International
  Boca Raton, FL

Other Businesses

(1) Financial Cornerstone Group; DBA; 190 McIver Lane Rockledge, FL 32955; Investment Related; Investment Advisor Representative (IAR); Start 2/18/26; 173 hours/month during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-18

Other Names

• Sarah Andersen
• Sarah Myers