AG
Alexandra M. Groh
J. W. COLE ADVISORS
Satellite Beach, FL 32937
Some features on this profile are disabled
CRD#: 6049936
AG
Professional summary
Alexandra Michelle Groh, CFP®, who also goes by Alexandra Cunningham, Alexandra Curreri, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Satellite Beach, Florida and J.W. COLE FINANCIAL, INC. located in Satellite Beach, Florida.
Alexandra is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Alexandra has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Alexandra Cunningham | Alexandra Curreri
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) Fixed insurance. (2) DBA - GROH WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 1275 S. PATRICK DR., SUITE D., SATELLITE BEACH, FL. (3) REPUBLICAN WOMEN'S CLUB OF BREVARD (RWNSB); NOT INVESTMENT RELATED; Meetings held at Suntree Country Club in Melbourne, FL 32940; Women's Group; 3rd Vice President (Membership) and BY Laws Chairperson ; start 1/19/2023; 5 hours per month, 3 hours during trading. (4) Author; Fiction Novel; Not investment related; 420 Strand Dr, Melbourne Beach, FL 32951; Author - wrote a novel, published on Kindle Direct Publishing through Kindle & Amazon; Start 2/15/2024; 0 hours/month. (5) JWC Wealth Management; DBA; Investment related; 4301 Anchor Plaza Parkway, Ste 450, Tampa, FL 33634; Wealth Advisor; Back office support to advisor; Start 1/1/25; 160 hours/month during trading. (6) Notary Public; Not Investment related;1275 S Patrick Drive, Suite D Satellite Beach, FL 32937; Notarize Signatures; Notary; Start 7/2/2014; 1 hour/month during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Alexandra Michelle Groh'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®
Experience
Current
June 23, 2016 - Present
J. W. COLE ADVISORS, INC.
Office #1: 1275 S. Patrick Drive Suite D, Satellite Beach, FL 32937RIA
CRD#: 112294
Satellite Beach, FL
Current
February 6, 2015 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 1275 S. Patrick Dr. Suite D., Satellite Beach, FL 32937BD
CRD#: 124583
Satellite Beach, 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
California(1/2/2020)
RR
Florida(2/6/2015)
IAR
Florida(6/23/2016)
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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Check for any disclosures as part of your thorough research when choosing an advisor.
