Karen Paige Shute

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

• 05/2013 → 03/2021
  H. Beck, Inc.
  Rockville, MD
• 04/2021 → 08/2023
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 08/2023
  Grove Point Investments, Llc
  Rockville, MD
• 08/2023 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 08/2023 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL

Previous Registrations

• 2021-04-01 → 2023-08-01
  Grove Point Advisors, Llc
  Rockville, MD
  State College, PA
  Rockville, MD
• 2013-05-31 → 2021-04-01
  Grove Point Investments, Llc
  State College, PA
  State College, PA
• 2005-02-03 → 2013-05-31
  Vicus Capital, Inc.
  State College, PA
  State College, PA
• 2001-09-18 → 2005-03-25
  Abundance Wealth Counselors, Llc
  State College, PA

Other Businesses

(1) Shute Bell Financial Advisors; DBA; Investment Related; 1524 W. College Ave, Suite 1, State College, PA 16801; Investment Advisor; Full scope of financial planning and related client; Start 8/1/2023; 150 hrs/mo, 100 hrs/mo during trading. (2) Diversified Asset Planners; DBA/Affiliated DBA; 1524 W. College Ave, State College, PA 16801; Suite 1; Licensed Agent; Life, DI, LTC insurance and Variable Annuity sales on an as needed basis, as well as on going monitoring of existing policies of current clients. Start 8/1/2023; 150 hr/mo, 100 hrs/mo during trading.

Exams

• S66 Uniform Combined State Law Examination
  2004-02-05
• S63 Uniform Securities Agent State Law Examination
  1981-03-05

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Karen Paige Bell