Bill S. Meador

J. W. COLE ADVISORS

Prairie Village, KS 66207

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CRD#: 4637691

Professional summary

Bill Scott Meador, who also goes by William Scott Meador, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Prairie Village, Kansas.

Bill is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Bill has worked at 7 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William Scott Meador

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) The Wright Legacy Group, LLC; DBA; Not investment related; 5250 W. 94th Terrace, Suite 108, Prairie Village KS 66207; Insurance Agent; Advise on Insurance products; Start 1/1/2009; 80 hours/month, 80 hours/month during trading. (2) JWC Wealth Management; DBA; Investment related; 5250 W. 9th Terrace, Ste 108, Prairie Village, KS 66207; Financial Advisor; Wealth Management; Start 1/1/25; 130 hours/month during trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bill Scott Meador's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 29, 2024 - Present

J. W. COLE ADVISORS, INC.

Office #1: 5250 W. 94th Terrace Suite 108, Prairie Village, KS 66207

RIA

CRD#: 112294

Prairie Village, KS

Past

November 4, 2010 - July 29, 2024

THE WRIGHT LEGACY GROUP, LLC

RIA

CRD#: 146934

Prairie Village, KS

Past

April 16, 2008 - January 20, 2009

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 141413

LEAWOOD, KS

Past

June 13, 2006 - January 12, 2007

KCD FINANCIAL, INC.

CRD#: 127473

LEAWOOD, KS

Past

December 16, 2005 - June 1, 2006

OSAIC SERVICES, INC.

CRD#: 133763

OVERLAND PARK, KS

Past

February 24, 2005 - September 16, 2005

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CONSHOHOCKEN, PA

Past

November 3, 2003 - December 31, 2004

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(7/29/2024)

IAR

Texas
(8/26/2025)

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: 12/11/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/8/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 11/1/2003

Investment Company Products/Variable Contracts Representative 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

Bill S. Meador

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bill Scott Meador's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE WRIGHT LEGACY GROUP, LLC

BROOKSTONE CAPITAL MANAGEMENT LLC

KCD FINANCIAL, INC.

OSAIC SERVICES, INC.

HORNOR, TOWNSEND & KENT, LLC

PFS INVESTMENTS INC.

Primary Firm SEC Registration

J. W. COLE ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/11/2007

Series 63

Date: 11/8/2003

Series 6

Date: 11/1/2003

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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