Samantha Billups Vanhorenbeck

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

• 01/2023 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 01/2022 → 12/2022
  Formulated Solutions
  Largo, FL
• 01/2020 → 10/2021
  Reynolds American
  Winston-Salem, NC
• 10/2021 → 12/2021
  Unemployed
  Clearwater, FL
• 09/2018 → 11/2019
  University Of Edinburgh
  Edinburgh
• 01/2019 → 04/2019
  The University Of Edinburgh
  Edinburgh
• 08/2014 → 05/2017
  Hollins University
  Roanoke, VA
• 09/2017 → 12/2017
  Radford University
  Radford, VA
• 05/2017 → 08/2017
  Maxmedia
  Virginia Beach, VA
• 08/2019 → 11/2019
  Maxmedia
  Virginia Beach, VA
• 05/2018 → 08/2018
  Memphis Parks & Recreation
  Memphis, TN
• 02/2018 → 05/2018
  Fedex
  Memphis, TN
• 12/2017 → 02/2018
  Unemployed
  Zuni, VA
• 11/2019 → 01/2020
  Unemployed
  Zuni, VA
• 01/2024 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Other Businesses

(1) Vanhorenbeck Financial Group; DBA; Investment Related; 3001 Countryside Boulevard, Clearwater FL 33761; Registered Assistant; Client service, operations management, business processing, compliance submittals; Start 1/1/2024; 160 hours/month, 130 hours/month during trading. (2) Vanhorenbeck Wealth Partners, Inc.; Corporation for payroll and business expenses; 3001 Countryside Blvd, Clearwater, FL 33761; Investment related; Vice President; Start Date:  12/9/2025; 3 hours/month during trading

Exams

• S66 Uniform Combined State Law Examination
  2023-11-29

Other Names

• Samantha Leigh Billups