JM
CFP
JM
CFP

John Myers

28 Years of Experience
Ft. Washington, PA
BrokerSells Insurance

John Myers is a CFP-designated registered investment advisor, based in Ft. Washington, PA, with 28 years of industry experience.

Location

1300 Virginia Drive, Ft. Washington, PA, 19034

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is a registered representative at Woodwell Asset Management, focusing on financial planning and investment management, dedicating about a quarter of his time. He also serves as president and owner of Advisor Audit, LLC, engaging in insurance sales, which takes a few hours per week.

Employment History
Current Registrations
J. W. Cole Advisors, INC.
October 2005 - Present · 20 yrs 7 mos
J.W. Cole Financial, INC.
October 2005 - Present · 20 yrs 7 mos
J.W. Cole Financial, INC.Broker
October 2005 - Present · 20 yrs 7 mos
Previous Registrations
Investors Capital Advisory
January 2005 - October 2005 · 9 mos
Eastern Point Advisors INC.
May 2004 - December 2004 · 7 mos
Investors Capital CORP.Broker
March 1998 - October 2005 · 7 yrs 7 mos
State Registrations3 states
IDMDPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
John Myers - Financial Advisor | TrueAdvisor