John Michael Albrecht

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

• 01/2006 → Present
  Wealth Mangement Services, Inc.
  Dublin, OH
• 08/2011 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 04/2015 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2011-08-22 → 2013-12-09
  J. W. Cole Advisors, Inc.
  Tampa, FL
• 2006-01-20 → 2011-08-19
  Workman Securities Corporation
  Dublin, OH
  Dublin, OH
• 1999-12-07 → 2006-02-09
  Citigroup Global Markets Inc.
  Dublin, OH
  Dublin, OH

Other Businesses

(1) A) JOHN ALBRECHT B) INVESTMENT RELATED C) 655 METRO PLACE SOUTH #600 DUBLIN, OH 43017 D) FIXED INSURANCE E) APRIL 2006 F) 40 HOURS PER MONTH G) 1 HOUR DURING TRADING H) SALES I) OFFICER J) CLIENTS INVOLVED K) $5,000/YEAR (2) A) DBA: WEALTH MANAGEMENT SERVICES, INC B) INVESTMENT RELATED C) 655 METRO PLACE S, DUBLIN, OH F) START: 01/2006 K) CLIENTS INVOLVED

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-14
• S63 Uniform Securities Agent State Law Examination
  1999-06-30