JC
Janel Colepaugh
SAVVY
Louisville, KY 40220
Some features on this profile are disabled
CRD#: 7326337
JC
Professional summary
Janel Colepaugh is a registered financial advisor currently at SAVVY located in Louisville, Kentucky.
Janel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Janel has worked at 3 firms and has passed the Series 66, Series 7TO and SIE 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. Alas Language Tutoring. Not investment-related. Louisville KY, United States. Language Tutoring. Owner/Tutor. 01/01/2020. 2 hours/month, not during securities trading hours. Teaching English and Spanish to students between the ages of 4-20 per request of their parents. 2. Miletti Global Services. Not investment-related. Louisville, KY, United States. The business is being opened in order to hold property in the country of Panama. For the moment, it is just a holding to have the land titled in with the possibility of the land being developed and used as rental property in the future. Secretary. 02/01/2024. 0 hours. 0 securities trading hours. Secretary. 3. Renew Panama. Not investment-related. Louisville, KY, United States. The business is being opened in order to hold property in the country of Panama. For the moment, it is just a holding to have the land titled in with the possibility of the land being developed and used as rental property in the future. Secretary. 03/01/2024. 0 hours. 0 securities trading hours. Secretary. 4. MWM Family Office. Investment-related. 3404 Stony Spring Circle, Louisville, KY, 40220. Consulting and planning services. Advanced Planning Lead. 10/08/2025. 10 hours/month. 10 hours per month during securities trading hours. I assist in creating the financial plan while coordinating with other partners and implementing tax and estate strategies.
CRS (Client Relationship Summary) - RIA
Click below to view Janel Colepaugh'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
October 6, 2025 - Present
SAVVY
Office #1: 3404 Stony Springs Circle, Louisville, KY 40220RIA
CRD#: 318493
Louisville, KY
Past
July 27, 2022 - November 4, 2024
TRUIST ADVISORY SERVICES, INC.
RIA
CRD#: 283390
LOUISVILLE, KY
Past
November 4, 2021 - November 4, 2024
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
LOUISVILLE, KY
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".
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - (4/11/2022 Approved)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.Highlighted states indicate IAR registrations
IAR
Kentucky(10/6/2025)
IAR
Texas(10/7/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/4/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - (4/11/2022 Approved)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
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (38 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,776 |
| AUM (Assets Under Management) | $ 1,295,318,161 |
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.
Company Information
SAVVY
CRD#: 318493Louisville, KY 40220TRUST BUT VERIFY
Monitor Janel Colepaugh
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
