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Savannah Arnold

J. W. Cole Advisors, Inc.

Pensacola, FL

Tampa, FL

CRD 7144152

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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:

Current Employers
J. W. Cole Advisors, Inc.

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-21
  • FL RA
    APPROVED
    Since 2026-07-21

Branch Locations

Pensacola, FL • United States

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pensacola FL 06/2019 08/2025
Garrett's Chophouse Maggie Valley NC 08/2016 10/2016
Hazelwood Soap Company Waynesville NC 03/2017 06/2017
Student: Western Carolina University Cullowhee NC 08/2015 05/2019
Sweet Onion Waynesville NC 02/2018 08/2018
Maggie's Galley Waynesville NC 11/2018 06/2019
Bank Of America, N.A. Pensacola FL 09/2023 07/2025
Ameriprise Financial Services, Llc Pensacola FL 03/2026 04/2026
J.W. Cole Advisors, Inc. Tampa FL 06/2026 Present
J.W. Cole Financial, Inc. Tampa FL 06/2026 Present
Npc Financial Miramar Beach FL 12/2025 03/2026
Unemployed Pensacola FL 07/2025 12/2025
  • 06/2019 → 08/2025
    Pensacola, FL
  • 08/2016 → 10/2016
    Garrett's Chophouse
    Maggie Valley, NC
  • 03/2017 → 06/2017
    Hazelwood Soap Company
    Waynesville, NC
  • 08/2015 → 05/2019
    Student: Western Carolina University
    Cullowhee, NC
  • 02/2018 → 08/2018
    Sweet Onion
    Waynesville, NC
  • 11/2018 → 06/2019
    Maggie's Galley
    Waynesville, NC
  • 09/2023 → 07/2025
    Bank Of America, N.A.
    Pensacola, FL
  • 03/2026 → 04/2026
    Pensacola, FL
  • 06/2026 → Present
    J.W. Cole Advisors, Inc.
    Tampa, FL
  • 06/2026 → Present
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 12/2025 → 03/2026
    Npc Financial
    Miramar Beach, FL
  • 07/2025 → 12/2025
    Unemployed
    Pensacola, FL
Previous Registrations
Other Businesses

Huiskamp Collins Investments, LLC; Investment Related; 4500 E 56th St, Ste A, Davenport, IA 52807; DBA Finance; Client Associate/Investments; 6/2026; 600 hrs/mo during trading hrs; Client onboarding and maintenance.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-04
  • S66 Uniform Combined State Law Examination
    2022-11-04
Other Names
  • Savannah Arnold

View on SEC IAPD

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