Wendy Meyer
CFP®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...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Risk Management & Insurance
- Retirement Planning
- Investment Management
- Estate & Legacy Planning
- Financial Planning
- Business Services
- Tax Planning
Specializations
Other Aliases
Wendy Branham Anderson, Wendy Anderson, Wendy Michelle Branham, Wendy Branham, Wendy B Meyer
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
facebook.com/xxxxxx
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
23 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
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.
Contact Information
Main Address
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634Phone Number
(813) 935-6776# of Employees
550SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
31,247AUM (Assets Under Management)
$8,247,916,891Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
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.
State Registrations and Notice Filings
(4/1/2024)
(4/1/2024)
(4/4/2024)
(4/1/2024)
(4/1/2024)
(4/1/2024)
(4/1/2024)
(8/14/2026)
(5/27/2026)
(5/27/2026)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Wendy Meyer's CRS (Customer Relationship Summary).
Services Offered by Wendy
- Risk Management & Insurance
- Retirement Planning
- Investment Management
- Estate & Legacy Planning
- Financial Planning
- Business Services
- Tax Planning
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