Stella L Nash

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

• 03/2022 → 04/2022
  First Light Home Care
  Colorado Springs, CO
• 02/2022 → 03/2022
  Estes Truck Lines
  Colorado Springs, CO
• 06/2000 → 01/2022
  Ups Freight
  Colorado Springs, CO
• 05/2022 → 10/2025
  T Rowe Price
  Colorado Springs, CO
• 11/2025 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 11/2025 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2024-12-06 → 2025-11-12
  T. Rowe Price Advisory Services, Inc.
  Colorado Springs, CO

Other Businesses

(1) Westbilt Financial; DBA; 18 E. Williamette Ave, Colorado Springs, CO 80903; Not investment related; Client Service Associate; Start 11/12/2025; 160 hours/month, 160 hours/month during trading.

Exams

• S66 Uniform Combined State Law Examination
  2024-12-03
• S63 Uniform Securities Agent State Law Examination
  2023-01-17

Other Names

• Stella Louise Tafoya