Marley David Dallas

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

• 05/2024 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 03/2016 → 07/2024
  360 Physical Therapy
  Chandler, AZ
• 05/2021 → 11/2023
  Buck And Rider
  Phoenix, AZ
• 01/2025 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Other Businesses

(1) Freedom65; DBA; Investment Related; 1700 McMullen Booth, Suite C-3, Clearwater, FL 33759; Financial Advisor, estate planning; Financial Planning, advisory services; Start 2/3/2025; 150 hours/month, 150 hours/month during trading.

Exams

• S66 Uniform Combined State Law Examination
  2024-12-23