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Jocinta P

ChFC®, Series 63, Series 66

Dumfries, VA

J. W. Cole Advisors, Inc.

Jocinta Powell is a ChFC® credentialed financial advisor with 29 years of industry experience. She currently works at J.W. Cole Advisors, Inc. and previously held roles at Lincoln Financial Securities Corporation and First Command Financial Services. Outside of her advisory work, she owns and operates several businesses including Zircon Financial Services and a tutoring service, and she is involved in managing various entrepreneurial ventures. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on either a discretionary or non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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