Michelle Diana Berry

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

• 10/2013 → 10/2016
  Schneider Electric
  Des Plaines, IL
• 10/2016 → 03/2019
  Av Flight
  Traverse City, MI
• 05/2017 → 03/2020
  Raymond James And Associates
  Traverse City, MI
• 03/2020 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 01/2021 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Other Businesses

(1) Fortitude Wealth Planners; DBA; Investment related; Financial Consultant, Fixed Insurance Agent; Sales and services; start date 4/12/2021; 601 S. Garfield Avenue, Ste B Traverse City, MI 49684; 120 hours per month, all during trading. (2) Michigan College Planning; not investment related; employee - start date 4/12/2021; 601 S. Garfield Avenue, Ste B Traverse City, MI 49684; college & career planning; 40 hours per month, all during trading. (3) POA and Executor for Gregory C Berry (4) POA and Executor for Elizabeth A Berry (5) Notary, Investment Related: Yes, 601 South Garfield Ave, Suite B, Traverse City, MI 49686, Notarize Documents, Position: Notary, Start Date: 5/1/25, 1 hour per month, which occurs during trading hours. Duties will include notarizing documents for clients. (6) MGS Financial LLC, Investment Related: Yes, 601 South Garfield Ave, Suite B, Traverse City, MI 49686, Nature of Business: Tax Pass through Entity, Position: Owner, Start Date: 5/5/2025, 0 hours per month, 0 during trading hours. This LLC is a pass through entity only, no day to day duties.

Exams

• S66 Uniform Combined State Law Examination
  2020-12-09
• S63 Uniform Securities Agent State Law Examination
  2020-05-15