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Alexandria M

Series 66

Lancaster, PA

J. W. Cole Advisors, Inc.

Alexandria Maldonado is a financial advisor at J. W. Cole Advisors, Inc. with four years of industry experience. She holds a Series 66 designation and has prior experience with The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she serves as a licensed assistant for Regal Wealth Advisors. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutions. The firm utilizes a range of investment strategies and platforms, including discretionary and non-discretionary management, digital advice, and third-party managers.

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

Series 66

Lancaster, PA

J. W. Cole Advisors, Inc.

Eric Nissley is a financial advisor at J. W. Cole Advisors, Inc. with three years of industry experience. He previously worked at Edward Jones and Fulton Bank, N.A. He holds a Series 66 designation. Outside of his primary role, he is an Investment Advisor Representative for Regal Wealth Advisors. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions.

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

Series 66

Lancaster, PA

J. W. Cole Advisors, Inc.

Duy Vo is a financial advisor at J. W. Cole Advisors, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Wells Fargo Clearing Services, and Ambassador Advisors. J. W. Cole Advisors serves individuals, high-net-worth clients, and institutional accounts by offering fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms. The firm operates through a large network of independent advisors and employs a range of investment strategies, including discretionary and non-discretionary management alongside digital advice solutions.

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

Series 63, Series 65

Lancaster, PA

J. W. Cole Advisors, Inc.

Michael Zimmerman is a financial advisor with J. W. Cole Advisors, Inc. in Lancaster, PA, holding Series 63 and Series 65 designations and 18 years of industry experience. His prior work includes roles at Sequinox Wealth Advisors and Jonathan Roberts Advisory Group. Outside of his advisory duties, he serves as president of Regal Wealth Advisors, LLC, a securities and advisory business. J. W. Cole Advisors operates a large network of independent advisors, offering fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutions. The firm employs a mix of fundamental and technical analysis and utilizes various custodial platforms and third-party managers in client solutions.

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