MB
Matthew J. Breimayer
J. W. COLE ADVISORS
Traverse City, MI 49685
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CRD#: 4817098
MB
Professional summary
Matthew Jerald Breimayer is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Traverse City, Michigan and J.W. COLE FINANCIAL, INC. located in Traverse City, Michigan.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Matthew has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) STRATEGY FINANCIAL, LLC - DBA: SPI Financial Group ; INVESTMENT RELATED; ADDRESS IS SAME AS THE BRANCH; REGISTERED REP/INVESTMENT ADVISOR REPRESENTATIVE; Start APRIL 1,2022; 80 HRS PER MONTH, 120 HRS DURING TRADING; FINANCIAL PLANNING ON INVESTMENT VEHICLES,INSURANCE SALES. (2) Right Path College & Career Planning; College Planning Company; Not investment Related; 2800 Arborview Drive. Ste 13, Traverse City, MI 49685; President / Owner; Help families with scholarships, college applications, FAFSA, college selection; Start 12/13/2023; 15 hours / moth during trading. (3) Door Dash; non investment related; 2800 Arborview Drive, Apt 13 Traverse City, MI 49685; start: 5/3/2023; Delivery driver; 10 hrs per month during trading. (4) Insurance Sales; Not investment Related; 2800 Arborview Drive, Suite 13, Traverse City, MI 49685; Sales Rep; Sell life insurance, Fixed annuities, disability insurance; Start 12/13/2023; 10 hours/month during trading. (5) Uptown Catering; Not investment related; 2658 Crossing Cir, Traverse City, MI 49684; Catering staff person; Help with a friend's catering company, serve food, help pour drinks, clean up after event; Start 6/29/2024; 0 hours during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Jerald Breimayer'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
August 24, 2011 - Present
J. W. COLE ADVISORS, INC.
Office #1: 2800 Arborview Drive Suite 13, Traverse City, MI 49685RIA
CRD#: 112294
Traverse City, MI
Current
August 17, 2011 - Present
J.W. COLE FINANCIAL, INC.
BD
CRD#: 124583
Traverse City, MI
Past
January 11, 2010 - August 17, 2011
WORKMAN SECURITIES CORPORATION
BD
CRD#: 31898
TRAVERSE CITY, MI
Past
August 15, 2008 - February 11, 2010
ASKAR CORP.
BD
CRD#: 7512
TRAVERSE CITY, MI
Past
September 12, 2006 - August 14, 2008
WORKMAN SECURITIES CORPORATION
BD
CRD#: 31898
TRAVERSE CITY, MI
Past
September 6, 2004 - September 14, 2006
WADDELL & REED
BD
CRD#: 866
TRAVERSE CITY, MI
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
California(8/17/2011)
RR
Florida(8/17/2011)
RR
Michigan(8/17/2011)
IAR
Michigan(8/24/2011)
RR
North Carolina(10/3/2014)
RR
South Carolina(1/3/2022)
RR
Texas(4/4/2023)
IAR
Texas(8/26/2025)
RR
Utah(8/18/2021)
RR
Virginia(12/7/2023)
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
J. W. COLE ADVISORS, INC.
CRD#: 112294Traverse City, MI 49685TRUST BUT VERIFY
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