Jodee Lynn Springer
Professional Summary
Jodee Lynn Springer, who also goes by Jodee Springer, is a registered financial advisor currently at J.W. COLE FINANCIAL, INC. located in Lowell, Michigan. Jodee is registered as a RR (Registered Representative) and started their career in finance in 2015. Jodee has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jodee Springer
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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WEALTHCARE CAPITAL MANAGEMENT LLC
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.
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Years of Experience
11 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
J.W. COLE FINANCIAL, INC.
Contact Information
Main Address
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634Mailing Address
4301 Anchor Plaza Parkway 4th Floor, Tampa, FL 33634Phone Number
(813) 935-6776Established
Florida since 10/14/2002Firm Type
CorporationFiscal Year End
DecemberFirm Size
LargeFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
1Arbitration
1Similar 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.
The advisor shows no other business activity.
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WEALTHCARE CAPITAL MANAGEMENT LLC
State Registrations and Notice Filings
(6/4/2025)
(3/15/2019)
(4/22/2025)
(3/15/2019)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 2015About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jodee Lynn Springer's CRS (Customer Relationship Summary).
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WEALTHCARE CAPITAL MANAGEMENT LLC