Palmyra, PA 200 East Main Street Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$7,892,740,504
ClientsTotal clients
30,867
AdvisorsAdvisors at this office
3
Of 487 advisors across 206 offices
Location
200 East Main Street, Suite 201
Palmyra PA 17078
Advisors at this office
3
Advisors at this office
Sean R
CFP®, Series 63
Palmyra, PA
J. W. Cole Advisors, Inc.
Sean Reading is a CFP® with 22 years of experience in the financial industry. He is affiliated with J. W. Cole Advisors, Inc. and has worked with North Star Financial Group and Infinity Financial Group of PA. In addition to his advisory roles, he is an independent insurance agent for various companies. 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 representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.
Laurie G
Series 66
Palmyra, PA
J. W. Cole Advisors, Inc.
Laurie Gnall is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 66 designation and 19 years of industry experience. She has worked with Jonathan Roberts Advisory Group, Inc. since 2008 and Your Financial Community of PA, Inc. since 2005. Outside of advising, she is a founding partner of Infinity Financial Group, LLC. J. W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.
James S
CFP®, Series 63
Palmyra, PA
J. W. Cole Advisors, Inc.
James Sprecher is a CFP® professional with 33 years of industry experience, currently serving at J.W. Cole Advisors, Inc. where he has worked since 2003. He previously worked at Infinity Financial Group from 2021 to 2023. Sprecher is also president and owner of Your Financial Community of PA, Inc., an insurance and estate planning business he has operated since 1983. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.
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