SM
Sandra K. Myers
J. W. COLE ADVISORS
Melbourne, FL 32935
Some features on this profile are disabled
CRD#: 6294537
SM
Professional summary
Sandra K. Myers, who also goes by Sandra K Myers, Sandy Myers, Sandra K Swadley, Sandra K Ward, Sandra K Ward-myers, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Melbourne, Florida and J.W. COLE FINANCIAL, INC. located in Melbourne, Florida.
Sandra is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Sandra has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sandra K Myers | Sandy Myers | Sandra K Swadley | Sandra K Ward | Sandra K Ward-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) FIXED INSURANCE SALES (2) MEDICARE SUPPLEMENTS - NON-INVESTMENT RELATED - SAME ADDRESS AS BRANCH - 10/21/19 - INSURANCE SALES REP - 2 HRS PER MONTH DURING TRADING HRS (3) BUDGET COACHING - NON-INVESTMENT RELATED - ADDRESS: SAME AS BRANCH - BUDGET COACHING - PROPRIETOR/COACH - START DATE: 3/16/2020 - 10 HRS PER MONTH/10 HRS DURING TRADING HOURS - WORKING WITH INDIVIDUALS AND FAMILIES TO CREATE MONTHLY BUDGET PLANS. (4) STN Oceanview, Inc - Non-investment related - Business Entity to receive commissions through - Start date: 1/2/2023 - 0 hours per month (5) Rooted Financial Solutions; DBA; Investment Related; 3700 N. Harbor City Blvd, Suite 2-E, Melbourne, FL 32955; Owner/President; Financial Advisory Practice; Start 10/1/2023; 40 hrs./mo. spent during trading. (6) FRS Specialist; DBA; Investment Related; 3700 N. Harbor City Blvd, Suite 2-E, Melbourne, FL 32955; Owner/President; Financial Advisory Practice; Start 10/1/2023; 40 hrs./mo. spent during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Sandra K. Myers'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
September 29, 2022 - Present
J. W. COLE ADVISORS, INC.
Office #1: 3700 N. Harbor City Blvd Suite 2e, Melbourne, FL 32935RIA
CRD#: 112294
Melbourne, FL
Current
November 3, 2017 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 3700 N. Harbor City Blvd. Suite 2e, Melbourne, FL 32935BD
CRD#: 124583
Melbourne, FL
Past
April 1, 2015 - November 15, 2017
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
ROCKLEDGE, FL
Past
May 6, 2014 - April 9, 2015
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
ORLANDO, 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
Florida(11/3/2017)
IAR
Florida(9/29/2022)
RR
Indiana(8/29/2022)
RR
North Carolina(7/22/2025)
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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