Alexandria
Maldonado

J. W. Cole Advisors, Inc

CRD#7502199
Investment Advisor
in Lancaster, PA

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About this Advisor

Alexandria Maldonado is a financial advisor based in Lancaster, Pennsylvania, working with J. W. Cole Advisors, Inc. Alexandria has previously worked at Pruco Securities, LLC, Springhouse Brewing Company, Miller'S Ale House, Herndon Auction Services, Small Wonders Academy, Boscov'S, Millersville University Of Pa, The Prudential Insurance Company Of America, J.W. Cole Financial, Inc, and J.W. Cole Advisors, Inc. Alexandria has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Alexandria is part of J. W. Cole Advisors, Inc, which operates in Lancaster, Pennsylvania. The firm has 275 offices and 512 employees. J. W. Cole Advisors, Inc manages $7.2 billion in assets and serves both charitable organizations and high-net-worth clients. The firm offers services such as financial planning, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. J. W. Cole Advisors, Inc offers asset-based, hourly, and fixed fee structures.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

108 Foxshire Drive Suite 2 Lancaster Pa 17601 Suite 2
Lancaster, PA 17601

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J. W. Cole Advisors, Inc Brokerage Details

Total Assets Under Management

$7,195,237,282

PA Average: $1,855,561,029
Total Number of Employees

512

PA Average: 62
Total Number of Accounts

29,614

PA Average: 2,474
Average Account Size

$242,967

PA Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Alexandria Maldonado Work History

2024 - Present (1 year)

J.W. Cole Financial, Inc

2024 - Present (1 year)

J.W. Cole Advisors, Inc

2022 - 2024 (2 years)

Pruco Securities, LLC

2022 - 2024 (2 years)

The Prudential Insurance Company Of America

2019 - 2022 (3 years)

Springhouse Brewing Company

2019 - 2022 (3 years)

Millersville University Of Pa

2018 - 2019 (1 year)

Miller'S Ale House

2017 - 2018 (1 year)

Herndon Auction Services

2017 - 2017 (< 1 year)

Small Wonders Academy

2016 - 2016 (< 1 year)

Boscov'S

Disclosures

Please visit the SEC profile of Alexandria Maldonado to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at J. W. Cole Advisors, Inc

Mark Modzeleski
East Syracuse, NY
Traci Riggs
Harlsburg, MO
Scott Shaw
Doylestown, PA
Linda Higgs
Tampa, FL
Ethan Nuebling
Tampa, FL
William Rusch
Tampa, FL
Christopher Luebke
Milwaukee, WI
Robert Olenchalk
Tampa, FL

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