PK
Pamela L. Kruger
CORNERSTONE ASSET MANAGEMENT SERVICES
Broadview Heights, OH 44147
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CRD#: 2635126
PK
Professional summary
Pamela Louise Kruger, who also goes by Pamela Louise Clemens, is a registered financial advisor currently at CORNERSTONE ASSET MANAGEMENT SERVICES, INC. located in Broadview Heights, Ohio and J. W. COLE ADVISORS, INC. located in The Villages, Florida.
Pamela is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Pamela has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Pamela Louise Clemens
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) KRUGER CONSULTING INC B) INSURANCE LICENSED - PROTECTIVE LIFE INSURANCE C) SALES OF LIFE INSURANCE FIXED & EQUITY ANNUITY LONG TERM CARE, AND HEALTH INSURANCE. (2) A) CORNERSTONE ASSET MANAGEMENT SERVICES INC B) REGISTERED INVESTMENT ADVISORY FIRM C) I.A.R. SALES AND MARKETING D) TIME DEVOTED: 10 HRS WEEK. (3) Kruger Consulting - tax Preparation by separate Enrolled Agent - 1/1/18 - tax preparer - 15 hours per month during trading hours. (4) KRUGER CONSULTING, INC. - NON INVESTMENT RELATED; ESTATE FINALIZATION AND DISTRIBUTION - 1/1/18 - REVIEW AND FINALIZATION OF AN ESTATE FOR THE TRUSTEE/BENEFICIARY ALONG WITH DISTRIBUTION TO BENEFICIARIES - 10 HOURS PER MONTH DURING TRADING HOURS. (5) Melaluca; Not investment Related; 10353 Oak Branch Trail, Strongville, OH 44149; Wellness and Health product distributor; Distributor; start 3/1/25; 10 hours/month during trading. (6) Executor, POA and Trustee for Sister and BIL
CRS (Client Relationship Summary) - RIA
Click below to view Pamela Louise Kruger'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®
NoneExperience
Current
January 24, 2006 - Present
CORNERSTONE ASSET MANAGEMENT SERVICES, INC.
Office #1: 1000 W Wallings Rd Suite D, Broadview Heights, OH 44147Office #2: 12223 Madison Avenue, Lakewood, OH 44107RIA
CRD#: 137712
Broadview Heights, OH
Current
January 9, 2017 - Present
J. W. COLE ADVISORS, INC.
Office #2: 10353 Oak Branch Trail, Strongsville, OH 44149Office #3: 1000 Wallings Road Suite D, Broadview Heights, OH 44147RIA
CRD#: 112294
The Villages, FL
Current
June 29, 2007 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 1000 Wallings Road Suite D, Broadview Heights, OH 44147BD
CRD#: 124583
Broadview Heights, OH
Past
February 16, 2005 - July 9, 2007
QUESTAR ASSET MANAGEMENT, INC.
RIA
CRD#: 133358
BEREA, OH
Past
January 4, 2005 - July 3, 2007
QUESTAR CAPITAL CORPORATION
BD
CRD#: 43100
BEREA, OH
Past
January 31, 2003 - December 31, 2004
WRP INVESTMENTS, INC.
BD
CRD#: 7365
YOUNGSTOWN, OH
Past
March 14, 2001 - December 31, 2004
WRP INVESTMENTS, INC.
RIA
CRD#: 7365
YOUNGSTOWN, OH
Past
February 20, 2001 - January 31, 2003
WRP INVESTMENTS, INC.
BD
CRD#: 7365
YOUNGSTOWN, OH
Past
December 21, 1995 - August 26, 1999
NATIONWIDE SECURITIES, LLC
BD
CRD#: 11173
COLUMBUS, OH
Past
October 6, 1995 - February 2, 1996
CINCINNATI ANALYSTS, INC.
BD
CRD#: 5478
CINCINNATI, OH
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(7/9/2013)
RR
Florida(6/29/2007)
IAR
Florida(3/3/2025)
RR
North Carolina(10/30/2025)
IAR
Ohio(1/24/2006)
RR
Ohio(6/29/2007)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
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Company Information
J. W. COLE ADVISORS, INC.
CRD#: 112294Broadview Heights, OH 44147TRUST BUT VERIFY
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Contact information
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