Linda L. Valentic

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CRD#: 1091785

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Linda Lou Valentic, CFP®, CLU®, who also goes by Linda Sellery, was a registered financial professional .

Linda is a previously registered financial professional and started their career in finance in 1983. Linda had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Linda Sellery

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. A. LINDA L. VALENTIC: Valentic Financial Services B. Non-Investment Related C. 2590 Buskirk Ave Suite 300, Walnut Creek, CA 94597 D. Insurance: Long - Term Care, Term & UL Life, Fixed Annuities E. Owner/CLU (Chartered Life Underwriter) F. 4 hours per month, 0 hours during trading hours G. Research Policies, Monitor Policies, client health, risk management H. Client's involved: Yes 2 - A. DBA: VALENTIC FINANCIAL SERVICES B. Non-Investment Related C. 2950 Buskirk Ave Suite 300, Walnut Creek, CA 94597 D. Tax Planning/Estate Settlement Assistance/Cost Basis Tracking E. Owner 1999 - Present F. 8-10 hours per month, 0 hours during trading hours G. Calculate IRA RMDs, QCDs, determine tax liability. H. Clients involved - Yes

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1987

CLU^®

Chartered Life Underwriter

Experience

Past

June 16, 2016 - December 21, 2023

J. W. COLE ADVISORS, INC.

RIA

CRD#: 112294

Walnut Creek, CA

Past

June 16, 2016 - December 21, 2023

J.W. COLE FINANCIAL, INC.

CRD#: 124583

Walnut Creek, CA

Past

July 8, 1997 - June 21, 2016

PROTECTED INVESTORS OF AMERICA

RIA

CRD#: 6082

WALNUT CREEK, CA

Past

December 8, 1988 - June 21, 2016

PROTECTED INVESTORS OF AMERICA

CRD#: 6082

WALNUT CREEK, CA

Past

November 3, 1988 - December 17, 1988

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

April 1, 1988 - November 3, 1988

CHRISTOPHER WEIL & COMPANY, INC

CRD#: 6566

Past

July 18, 1985 - April 4, 1988

JUDY & ROBINSON SECURITIES, INC

CRD#: 2378

Past

August 24, 1984 - September 30, 1985

FSC SECURITIES CORPORATION

CRD#: 7461

Past

November 28, 1983 - August 3, 1984

WADDELL & REED

CRD#: 866

Past

January 19, 1983 - October 11, 1983

EQUITEC SECURITIES COMPANY

CRD#: 6463

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

J. W. COLE ADVISORS, INC.

CRD#: 112294 / SEC#: 801-60722

RIA

Registered Investment Advisory firm - (11/23/2001 Approved)

Arizona

Registered Investment Advisory firm - (12/4/2001 Terminated)

Florida

Registered Investment Advisory firm - (12/5/2001 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/12/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/31/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/15/1983

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/1/1986

General Securities Principal Examination

Current Firm

J. W. COLE ADVISORS, INC.

CRD#: 112294 / SEC#: 801-60722

RIA

Registered Investment Advisory firm - (11/23/2001 Approved)

Arizona

Registered Investment Advisory firm - (12/4/2001 Terminated)

Florida

Registered Investment Advisory firm - (12/5/2001 Terminated)

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Contact information

Main Address

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634

Mailing Address

Phone number

(813) 935-6776

Established

Firm type

Fiscal year end

# of Employees

512

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE PROGRAM (3/28/2025)

JWCA 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	29,614
AUM (Assets Under Management)	$ 7,195,237,282

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Linda L. Valentic

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

J.W. COLE FINANCIAL, INC.

PROTECTED INVESTORS OF AMERICA

PROTECTED INVESTORS OF AMERICA

INTEGRATED RESOURCES EQUITY CORPORATION

CHRISTOPHER WEIL & COMPANY, INC

JUDY & ROBINSON SECURITIES, INC

FSC SECURITIES CORPORATION

WADDELL & REED

EQUITEC SECURITIES COMPANY

Primary Firm SEC Registration

J. W. COLE ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/12/1998

Series 63

Date: 8/31/1987

SIE

Date: 10/1/2018

Series 7

Date: 1/15/1983

Series 24

Date: 7/1/1986

Current Firm

J. W. COLE ADVISORS, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

J. W. COLE ADVISORS, INC.

TRUST BUT VERIFY

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