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Sarah Katherine McDonald

J. W. Cole Advisors, Inc.

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About Sarah Katherine McDonald

Sarah Katherine McDonald is a financial advisor with J. W. Cole Advisors, Inc. Sarah Katherine McDonald has been in the industry since May 2012 and has experience at Edward Jones. Sarah Katherine McDonald is registered in New Hampshire and holds the Series 66, SIE and Series 7 licenses. Sarah Katherine McDonald is also a Certified Financial Planner. Sarah Katherine McDonald specializes in working with individuals, high net worth individuals, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.

Firm Information

Sarah McDonald is currently registered with J. W. Cole Advisors, Inc.. J. W. Cole Advisors, Inc. is an investment advisor headquartered in TAMPA, FL. They manage a total of $5.74 billion in client assets, primarily for high-net-worth individuals and other individuals, as well as corporations and charitable organizations. The firm offers a range of services, including financial planning, portfolio management, and educational seminars. J. W. Cole Advisors, Inc. is a registered investment advisor with the SEC.
J. W. Cole Advisors, Inc.

4301 ANCHOR PLAZA PARKWAY

TAMPA, FL 33634

$5.74B

Assets Under Management

1,682

Total Clients

419

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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hourly & fixed rate consulting

Hourly & fixed rate consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sarah McDonald’s Registration & Firm History

FL

06/23/2020 - Present

J. W. Cole Advisors, Inc. (TAMPA FL)

MA

05/31/2012 - 09/15/2017

EDWARD JONES (WAKEFIELD MA)

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Licenses & Designations

BOTH

Issued 07/16/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/15/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/29/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sarah Katherine McDonald.
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