EB
Elizabeth A. Belisle
J. W. COLE ADVISORS
MESA, AZ 85213
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CRD#: 2571367
EB
Professional summary
Elizabeth Ann Belisle, CFP®, who also goes by Elizabeth Ann Hasslacher, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Mesa, Arizona and J.W. COLE FINANCIAL, INC. located in Mesa, Arizona.
Elizabeth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Elizabeth has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Elizabeth Ann Hasslacher
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) ELIZABETH BELISLE (ADDED 7/15/2015); ESTATE PLANNING; NON-INVESTMENT RELATED; 9960 E. Elmwood St, Mesa AZ 85207; FACILITATE SET UP LIVING TRUSTS; OWNER; 1988; 10 HRS/MONTH , 10 TRADING HRS/ MONTH H; ASSIST CLIENT COO COMPLETION I. OWNER. (2) EB POTTERY (ADDED 7/15/2015); 9960 E. Elmwood St, Mesa AZ 85207; POTTERY SALES; OWNER/ARTIST; 2014 ; 10 HRS/MONTH, 10 TRADING HRS/MONTH; POTTER/PRODUCTION SALES; OWNER/DIRECTOR POSITION. (3) BELISLE & COMPANY; INCOME TAX SERVICE; NON-INVESTMENT RELATED; 9960 E. Elmwood St, Mesa AZ 85207; OWNER/PREPARER; 1986; 53 HRS/MONTH; 53 TRADING HRS/MONTH; TAX RETURN PREP J. OWNER. (4) ELIZABETH BELISLE; NON-INVESTMENT RELATED; 9960 E. Elmwood St, Mesa AZ 85207; FIXED INSURANCE/LTC; OWNER; 1997; 10 HRS/MONTH H. 10 TRADING HRS/MONTH; INSURANCE SALES PRESENTATIONS J. OWNER. (5) ELIZABETH BELISLE B. FAMILY TRUSTEE; INVESTMENT RELATED; 9960 E. Elmwood St, Mesa AZ 85207; FAMILY TRUSTEE INVESTMENTS; TRUSTEE; 2005; 10 HRS/MONTH, 10 TRADING HRS/MONTH.
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth Ann Belisle's CRS (Customer Relationship Summary).
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®
Start date: 1999
Experience
Current
July 15, 2015 - Present
J. W. COLE ADVISORS, INC.
Office #1: 2855 E. Brown Rd Ste 3, Mesa, AZ 85213RIA
CRD#: 112294
MESA, AZ
Current
July 7, 2015 - Present
J.W. COLE FINANCIAL, INC.
BD
CRD#: 124583
Mesa, AZ
Past
July 17, 2007 - July 8, 2015
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
MESA, AZ
Past
July 9, 2007 - July 8, 2015
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
MESA, AZ
Past
June 17, 2004 - July 26, 2007
CETERA ADVISORS LLC
RIA
CRD#: 10299
MESA, AZ
Past
June 3, 2004 - July 26, 2007
CETERA ADVISORS LLC
BD
CRD#: 10299
MESA, AZ
Past
September 5, 2003 - June 7, 2004
J.W. COLE FINANCIAL, INC.
BD
CRD#: 124583
TAMPA, FL
Past
January 14, 2002 - June 18, 2004
J. W. COLE ADVISORS, INC.
RIA
CRD#: 112294
MESA, AZ
Past
June 21, 2000 - September 5, 2003
JONATHAN ROBERTS FINANCIAL GROUP, INC.
BD
CRD#: 46285
TAMPA, FL
Past
January 25, 1995 - June 23, 2000
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
DALLAS, TX
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".
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | 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)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(7/7/2015)
IAR
Arizona(7/15/2015)
RR
Colorado(7/7/2015)
RR
Connecticut(8/16/2022)
RR
Florida(7/24/2018)
RR
Hawaii(10/21/2022)
RR
Indiana(8/5/2020)
RR
Montana(8/29/2022)
RR
Nevada(1/5/2017)
RR
North Carolina(7/7/2015)
RR
Oklahoma(7/7/2015)
RR
Oregon(5/5/2020)
RR
Tennessee(1/7/2020)
RR
Texas(6/13/2017)
RR
Washington(7/7/2015)
RR
Wisconsin(5/2/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | 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)Upgrade to AdvisorCheck Premium
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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)
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.
