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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodie? Claim Your ProfileJodie Lane is a financial advisor and Registered Investment Advisor representative with J. W. Cole Advisors, Inc. in Tampa, FL. Jodie has been in the financial services industry for over 15 years and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Jodie specializes in providing financial planning, wealth management, and investment advisory services. Jodie is a graduate of the University of Wisconsin-Milwaukee and holds the Series 7, 63, and 65 licenses. Jodie is also a Certified Divorce Financial Analyst (CDFA).
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
02/08/2021 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
WI
10/02/2017 - 08/17/2020
WOODBURY FINANCIAL SERVICES, INC. (GREENFIELD WI)
WI
07/31/2017 - 10/03/2017
SII INVESTMENTS, INC. (Hales Corners WI)
WI
07/05/2011 - 08/08/2017
LPL FINANCIAL LLC (FRANKLIN WI)
WI
12/03/2010 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (GREENFIELD WI)
WI
01/13/2006 - 11/23/2010
EDWARD JONES (NEW BERLIN WI)
IA
Issued 01/08/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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