AG
CFP
AG
CFP

Alexandra Michelle Groh

10 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
467 advisors
Number of Clients
29,614 clients
Average Client Portfolio
$243K average
Assets Under Management
$7.2B

Fee Structure

Minimum Investment:$100K
Financial Planning:Charged separately
Minimum Annual Fee:$280
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Location

1275 S. Patrick Drive, Suite D, Satellite Beach, FL, 32937

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alexandra sells fixed insurance products. She also operates under the DBA Groh Wealth Management, LLC and provides back office support as a Wealth Advisor for JWC Wealth Management, dedicating full-time hours to the latter.

Employment History
Current Registrations
J. W. Cole Advisors, INC.
June 2016 - Present · 9 yrs 8 mos
J.W. Cole Financial, INC.Broker
February 2015 - Present · 11 yrs
State Registrations2 states
CAFL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alexandra Michelle Groh - Financial Advisor | TrueAdvisor