Sarah McDonald, financial advisor Tampa FL

Sarah McDonald

CRD Number: 6004456
Current Firm: J. W. Cole Advisors, Inc.

Sarah McDonald (CRD# 6004456) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 11 years of experience in the finance industry. Sarah McDonald has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
J.w. Cole Advisors, Inc. Tampa, FL Jun 2020 - Current 3
Arcadia Financial Group, LLC Salem, NH Sep 2017 - May 2020 2
Arcadia Wealth Management, LLC Salem, NH Sep 2017 - May 2020 2
Edward Jones St Louis, MO Apr 2012 - Sep 2017 5
Edward Jones Wakefield, MA Jan 2012 - Sep 2017 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Sarah K. McDonald
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    4,854
    MILLIONS
  • Total Number of Accounts
    24,060
    ACCOUNTS
  • Average Account Value
    $201,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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