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Amber Jean Malek

4 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

126 E. Main Street, Lock Haven, PA, 17745

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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

Amber works as an assistant for Diversified Asset Planners and is the President of the Board for an infant development program. She also owns URL Insurance Group, selling health insurance and Medicare supplements, and is a member of Young Living Essential Oils; she also works as a notary.

Employment History
Current Registrations
J. W. Cole Advisors, INC.
January 2022 - Present · 4 yrs 1 mo
J.W. Cole Financial, INC.Broker
July 2021 - Present · 4 yrs 7 mos
State Registrations11 states
CAFLKSMENCNYOHPASCTNVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Amber Jean Malek - Financial Advisor | TrueAdvisor