Nancy Lynn Beck

Current Employers

J. W. Cole Advisors, Inc.

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-01-16
TX	RA	APPROVED	2025-08-25
IN	RA	APPROVED	2015-05-08

FL RA
APPROVED

Since 2026-01-16
TX RA
APPROVED

Since 2025-08-25
IN RA
APPROVED

Since 2015-05-08

Branch Locations

Key West, FL • United States

5825 N. Post Road, Indianapolis, IN 46216 • 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

Organization	City	State	From	To
Beck Financial Strategies Inc	Indianapolis	IN	07/1996	Present
J.W. Cole Financial, Inc	Tampa	FL	05/2015	Present
J. W. Cole Advisors, Inc.	Tampa	FL	05/2015	Present

07/1996 → Present

Beck Financial Strategies Inc

Indianapolis, IN
05/2015 → Present

J.W. Cole Financial, Inc

Tampa, FL
05/2015 → Present

J. W. Cole Advisors, Inc.

Tampa, FL

Previous Registrations

1998-12-08 → 2017-12-13

Beck Financial Strategies, Inc.

Indianapolis, IN
2007-04-04 → 2015-06-03

Oneamerica Securities, Inc.

Indianapolis, IN

Carmel, IN

Indianapolis, IN

Other Businesses

(1) BECK INSURANCE SERVICES (ADDED 6/15); INVESTMENT RELATED; 5825 N. POST ROAD; INSURANCE, LIFE, HEALTH, LTC, INDEX & FIXED ANNUITIES; SOLE PROPRIETOR; Started 1984; 20 HRS/MONTH, 20 TRADING HRS/MONTH; INSURANCE SALES; NON COMPANY/OFFICER POSITION; CLIENT INVOLVEMENT; $150/YR. (2) BECK FINANCIAL STRATEGIES INC. (ADDED 6/2015); DBA; INVESTMENT RELATED; 5825 N POST ROAD; OWNER; START: 7/92; 20 HRS/MONTH, 20 TRADING HOURS/MONTH; PUBLIC SPEAKING; COMPANY OFFICER POSITION; CLIENT INVOLVEMENT. (3) NANCY BECK FINE ART; NON-INVESTMENT RELATED; 8150 MIDDLE BAY LANE INDIANAPOLIS, IN 46236; ART E. ARTIST; START - 2003; 10 HRS/MONTH, 5 TRADING HRS/MONTH; PAINTING OR POSSIBLY SELLING A PAINTING; NON COMPANY/OFFICER POSITION; CLIENT INVOLVEMENT. (4) A. BECK POST ROAD PROPERTIES LLC B. NON INVESTMENT RELATED C. 5825 N. POST ROAD D. REAL ESTATE F. OWNER G. 2013 H. 40 HRS/MONTH I. 40 TRADING HRS/MONTH J. OFFICE THAT BUSINESS IS HELD K. COMPANY OFFICER POSITION L. NO CLIENT INVOLVEMENT M. $15K/YR (RENT). (5) A. KEY WEST RENTAL (3ND HOME) B. NON-INVESTMENT RELATED C. 720 PASSOVER LN, KEY WEST, FL 33040 D. 2ND HOME, SOMETIMES RENTED E. 2011 F. 1 HR/MONTH G. 0 TRADING HRS/MONTH H. NO DUTIES. (6) AUTHOR; "THE ART OF THE PLAN"; INVESTMENT RELATED; BOOK SALES; ADDRESS: SAME AS BRANCH; 5 HOURS PER MONTH, 2 DURING TRADING HOURS. (7) Musician and Performer; Not investment related; Signer and guitar player; Singing and performing with a group; Start 11/15/2023; 8 hours/month during trading hours.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1985-08-22

S63 Uniform Securities Agent State Law Examination

1985-08-22

Designations

Other Names

Nancy L Beck
Nancy Lynn Beck
Nancy Lynn Beckleonard

View on SEC IAPD