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John Robert Myers

Advisor at J. W. Cole Advisors, Inc. — Ft. Washington, PA

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

28 years

Location

Ft. Washington, PA 19034

J. W. Cole Advisors, Inc. logo

J. W. Cole Advisors, Inc.

Enterprise

Total advisors

487

Across 207 offices

Clients per advisor

63 Typical

Avg AUM per client

$255,702 Low

HNW client ratio

4% Low

About

John Myers is a financial advisor at J.W. Cole Advisors, Inc. with 28 years of industry experience. He holds the CFP® designation as well as Series 63 and 65 licenses. His career includes roles at Woodwell Asset Management and J.W. Cole Advisors, Inc., where he has worked since 2005. Outside of his advisory work, he is president and owner of Advisor Audit, LLC, an insurance sales business. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of more than 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions.

Client services

Based on J. W. Cole Advisors, Inc.

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Hourly & fixed rate consulting

Expertise

Based on J. W. Cole Advisors, Inc.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

Occupation focus

Based on J. W. Cole Advisors, Inc.

Retired Founder/Business Owner

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Fee options

Fixed

Flat fees available for financial planning and consulting services; amounts negotiated

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.75%

Commissions

IARs may receive commissions for securities and insurance products when acting as registered representatives or insurance agents

Project-based

Up to $350 per hour for financial planning and consulting

Subscriptions

Ongoing financial planning and consulting services may be charged on a recurring fee basis

Other

Account minimum: $10,000 for Transaction-Based Advisory Account Programs; $100,000 for Asset-Based Advisory Account Program; $10,000 for FMAX Program; no minimum for financial planning services but minimum fee applies Minimum fee: Minimum fee generally 0.25%; maximum fee generally 3.00%; exceptions and waivers possible Fee-only: Financial planning and consulting services offered for hourly fees up to $350/hour, flat fees, or ongoing recurring fees

Location

See office

Ft. Washington, PA

1300 Virginia Drive

Ft. Washington PA 19034

Advisors at this office

1

Most active in

Pennsylvania

Work history

28 years of industry experience

Woodwell Asset Management

2008 - Present • 18 years

Fort Washington, PA

J.W. Cole Advisors, Inc

2005 - Present • 21 years

Tampa, FL

J.W. Cole Financial, INc.

2005 - Present • 21 years

Tampa, FL

Investors Capital Corp.

2005 - 2005 • 1 year

Dresher, PA

Eastern Point Advisors Inc.

2004 - 2004 • 1 year

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jamie D

CFP®, Series 63

Warrington, PA

LPL Enterprise

Jamie Dunn is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with LPL Enterprise and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, Facet Wealth, and THE Vanguard Group, Inc. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a broad range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Matthew C

Series 66

Bensalem, PA

Conroy Capital LLC

Matthew Conroy is a financial advisor at Conroy Capital LLC with two years of industry experience. He holds a Series 66 license and has previously worked at Fortis Group Advisors, LPL Financial, and Prudential. Outside of his advisory role, he is employed by Pro Football Focus, a sports analytics company. Conroy Capital LLC provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations, and manages a privately offered pooled investment vehicle. The firm employs both fundamental and technical analysis across a range of asset classes and offers customized, discretionary account management with regular portfolio monitoring and reporting.

Private / alternative investments Active portfolio management Wealth management
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Adam A

Series 66

Newtown, PA

Premier Prosperity Advisors LLC

Adam Amorn is a financial advisor at Premier Prosperity Advisors LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch for five years before founding his current firm in 2017. He is also a licensed independent insurance agent. Premier Prosperity Advisors LLC is a single-advisor independent registered investment adviser managing over $17 million in client assets. The firm serves individuals, high net worth clients, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and pension consulting services.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Albert D

ChFC®, Series 63, Series 65

Wayne, PA

Vantage Advisors, LLC

Albert Dalby is a financial advisor with Vantage Advisors, LLC in Wayne, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including 23 years at Vanguard before joining Vantage Advisors in 2019. Vantage Advisors provides financial planning and consulting services to individuals, high-net-worth clients, trusts, small business owners, employer-sponsored retirement plans, and nonprofit foundations. The firm utilizes fundamental analysis, modern portfolio theory, and quantitative techniques to develop long-term investment strategies and offers advising on an hourly basis without discretionary trading authority or performance-based fees.

General retirement planning Founder/Business Owner
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Jeffrey B

Series 63, Series 65

Newtown, PA

Paladin Retirement Advisors

Jeffrey Beyer Jr. is the sole advisor at Paladin Retirement Advisors, an independent registered investment adviser based in Newtown, PA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to founding Paladin, he worked at AE Wealth Management, USA Financial Securities Corporation, and United Planners' Financial Services of America. In addition to his advisory role, he conducts insurance sales and service as a sole proprietor. Paladin Retirement Advisors provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm utilizes a combination of in-house management, sub-advisors, and co-advisor relationships to implement model portfolios and offers pension consulting services under ERISA fiduciary standards.

General retirement planning Retirement income strategy Wealth management Retired Founder/Business Owner
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Eric T

Series 65

Wayne, PA

Acadia Investment Advisors LLC

Eric Tornoe is a financial advisor at Acadia Investment Advisors LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Pfizer Inc. for 26 years before joining Acadia in 2019. His background also includes a brief tenure at Randstat Sourcing in 2019. Acadia Investment Advisors provides discretionary portfolio management to individual and high-net-worth clients, focusing on a small and concentrated client roster. The firm employs a blend of cyclical, fundamental, and quantitative analysis across equity-focused portfolios, using a variety of long-term, short-term, and options strategies.

Options & derivatives strategies Active portfolio management
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