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Steven F

Series 63, Series 65

Tucson, AZ

J. W. Cole Advisors, Inc.

Steven Foster is a financial advisor with J.W. Cole Advisors, Inc. in Tucson, Arizona. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to joining J.W. Cole Advisors, he worked at LPL Financial and VOYA Financial Advisors. He is also the founder and owner of Foster Financial Services LLC and Foster Wealth Management, and he provides life insurance products as a licensed agent. J.W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent advisers. The firm offers portfolio management, financial planning, and access to various managed account solutions, with investment decisions implemented on both discretionary and non-discretionary bases.

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

Series 63, Series 65

Tucson, AZ

J. W. Cole Advisors, Inc.

Nicholas Bodmer is an advisor at J.W. Cole Advisors, Inc. based in Tucson, AZ. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining J.W. Cole, he worked at Sword Health and Paycor. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and digital advice for individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of fundamental and technical analysis, model or manager-based strategies, and provides access to multiple custodial platforms and third-party investment advisers.

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

Series 65, Series 63

Tucson, AZ

J. W. Cole Advisors, Inc.

Matthew Edwards is a financial advisor at J. W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining J. W. Cole Advisors, Edwards worked at LPL Financial and Foster Financial Services. He also served in law enforcement with the Sonoma County Sheriff's Office and the Ukiah Police Department. Edwards is a licensed life insurance agent and provides life insurance as part of his financial planning services. J. W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to various third-party investment platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a combination of discretionary and non-discretionary strategies.

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