Taylor Braune Leitzell

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

• 01/2008 → Present
  Student
  Beech Creek, PA
• 01/2018 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 02/2026 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Other Businesses

(1) DBA - Diversified Asset Planners; investment related; start date 5/2018 - assistant; 1524 W. College Ave. State College, PA 16801; financial planning; 10 hours per month, all during trading. (2) Americana Auto, LLC; not investment related; start date 6/29/2020 - sales; 111 Homan Lane, Centre Hall, PA 16828; drive cars to where they need to be, assist with sales process, sales are seldom; 3 hours per month, 0 during trading. (3) Genesis Capital LLC; not investment related; partner - start date 5/3/2021; 226 West Main Street Boalsburg, PA 16827; Real-Estate Ownership Group, intention is to purchase rental properties (single-family homes) with the goal of capital appreciation in the long-term; 2 hours per month, 0 during trading. (4) Keystone Health Insurance Solutions, LLC; Not investment related; 1524 W. College Ave, PO Box 676, State College, PA 16804; Health Insurance Agency; LLC Member; Ensure income and expenses are tracked, facilitate buyout of health insurance book of business; Start 8/17/2023; 5 hrs./mo. during trading.

Exams

• S66 Uniform Combined State Law Examination
  2026-01-29
• S63 Uniform Securities Agent State Law Examination
  2018-05-08