EC
Elizabeth A. Courtney
J. W. COLE ADVISORS
Rockledge, FL 32955
Some features on this profile are disabled
CRD#: 5414690
EC
Professional summary
Elizabeth Ann Courtney, who also goes by Beth Cofield, Elizabeth Ann Cofield, Beth Courtney, Elizabeth A Courtney, Beth Myers, Elizabeth Ann Myers, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Rockledge, Florida and J.W. COLE FINANCIAL, INC. located in Lorena, Texas.
Elizabeth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Elizabeth has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Beth Cofield | Elizabeth Ann Cofield | Beth Courtney | Elizabeth A Courtney | Beth Myers | Elizabeth Ann Myers
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) INDEPENDENT AGENT - SALES/SERVICE OF FIXED INSURANCE PRODUCTS. VARIOUS CARRIERS (2) ECONOMIC DEVELOPMENT COMMISSION OF FLORIDAS SPACE COAST 6525 3rd st. #304 ROCKLEDGE, FL 32955. MEMBER. START DATE 9/21/15, 3HRS/MO: 0 COMP (3) FINANCIAL CORNERSTONE GROUP, LLC - DBA - INVESTMENT RELATED (4) Someday's Here, LLC - NON INVESTMENT RELATED - 190 McIver Lane Pass, Rockledge, FL 32955; Mailing Address: PO Box 361534, Melbourne, FL 32936; 4 HRS/MO; OWNS COMMERCIAL BUILDING RENTS TO PRACTICE; OWNERSHIP DUTIES AND MAINTENANCE. (5) Anything Family; Online reseller - Print on Demand gifts; Not investment related; PO Box 361534, Melbourne, FL 32936; Family Coach; I am assisting my minor grandchildren with starting an online "Print on Demand" business. My primary duties are to teach and coach them about business ownership and operations, and to help launch the business and maintain it with them on the weekends; Start 3/1/2024; 0 hours during trading. (6) Love, Inc. of Brevard; Non-Profit Organization; Not investment related; 830 N Apollo Blvd, Melbourne, FL 32935; Board Member and Treasurer; Assist in fun-raising efforts via relationship building; Start 3/26/2024; 0 hours spent during trading. (7) Light from Her Heart; Website that sells photography; Not investment Related; PO Box 361534. Melbourne, FL 32936; Photographer/Owner; Start 11/1/2024; 0 hours during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth Ann Courtney'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
November 9, 2017 - Present
J. W. COLE ADVISORS, INC.
Office #1: 190 Mciver Lane Suite 101, Rockledge, FL 32955Office #2: 1490 Highway A1a Suite 202, Satellite Beach, FL 32937Office #3: 796 Southwinds Drive, Lorena, TX 76655Office #4: 2201 Dairy Road, Melbourne, FL 32904RIA
CRD#: 112294
Rockledge, FL
Current
November 3, 2017 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 796 Southwinds Dr., Lorena, TX 76655Office #2: 190 Mciver Lane Suite 101, Rockledge, FL 32955Office #3: 2201 Dairy Road, Melbourne, FL 32904Office #4: 1490 Highway A1a Suite 202, Satellite Beach, FL 32937BD
CRD#: 124583
Lorena, TX
Past
April 6, 2015 - November 15, 2017
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
ROCKLEDGE, FL
Past
April 6, 2015 - November 15, 2017
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
ROCKLEDGE, FL
Past
June 22, 2011 - April 9, 2015
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
ORLANDO, FL
Past
June 2, 2011 - April 9, 2015
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
ORLANDO, FL
Past
May 5, 2009 - June 10, 2011
LPL FINANCIAL LLC
RIA
CRD#: 6413
INDIAN HARBOUR BEACH, FL
Past
April 29, 2009 - June 10, 2011
LPL FINANCIAL LLC
BD
CRD#: 6413
INDIAN HARBOUR BEACH, FL
Past
December 20, 2007 - May 13, 2009
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
MELBOURNE, FL
Past
October 12, 2007 - May 13, 2009
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
MELBOURNE, 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
Alabama(3/2/2022)
RR
Colorado(11/3/2017)
RR
Florida(11/3/2017)
IAR
Florida(11/9/2017)
RR
Georgia(11/3/2017)
RR
Indiana(11/3/2017)
RR
Kansas(10/30/2025)
RR
Michigan(1/4/2024)
RR
North Carolina(11/3/2017)
RR
Tennessee(1/5/2024)
RR
Texas(11/3/2017)
IAR
Texas(10/22/2025)
RR
Utah(2/1/2024)
RR
Virginia(8/24/2023)
RR
West Virginia(1/12/2024)
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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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.
