Wendy Meyer
J. W. COLE ADVISORS | Financial Advisor
Tampa, FL
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CRD#: 4663149
Professional summary
Wendy Meyer, CFP®, who also goes by Wendy Branham Anderson, Wendy Anderson, Wendy Michelle Branham, Wendy Branham, Wendy B Meyer, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Tampa, Florida and J.W. COLE FINANCIAL, INC. located in Madison, Florida.
Wendy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Wendy has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Insurance Planning
Divorce Planning
Retirement Planning
Investment Planning
Estate Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Wendy Branham Anderson | Wendy Anderson | Wendy Michelle Branham | Wendy Branham | Wendy B Meyer
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) Wendy B. Meyer, CFP, CRPC; Investment Related; 121 SE Rutledge St, Madison, FL 32340; Owner; Independent Contractor/Financial Advisor; Start 4/2010; 100 hours/mo, 20 hours/mo during trading. (2) Pivotal Wealth Planning, LLC; DBA; Investment Related; 121 E. Rutledge St; Madison FL 32340; President; DBA name to use for business to flow through from sole prop from JW Cole fees and commissions, fixed insurance; Start4/10/2024; 100 hours/month during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Wendy Meyer'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: 2012
Experience
Current
April 4, 2024 - Present
J. W. COLE ADVISORS, INC.
Office #2: 121 E. Rutledge St, Madison, FL 32340Office #3: 4301 Anchor Plaza Parkway Suite # 450, Tampa, FL 33634RIA
CRD#: 112294
Tampa, FL
Current
April 1, 2024 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 121 E. Rutledge St, Madison, FL 32340BD
CRD#: 124583
Madison, FL
Past
November 3, 2004 - March 28, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
MADISON, FL
Past
October 28, 2004 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
October 28, 2004 - March 28, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MADISON, FL
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
Colorado(4/1/2024)
RR
Florida(4/1/2024)
IAR
Florida(4/4/2024)
RR
Georgia(4/1/2024)
RR
Indiana(4/1/2024)
RR
Maryland(4/1/2024)
RR
South Carolina(4/1/2024)
Exams
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.
Financial AdvisorCRD#: 112294Tampa, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
