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Adviser and broker representative · J. W. Cole Advisors, Inc.

Elizabeth M. Bennett

CRD 5589525 · Annapolis, MD

At a glance

Elizabeth M. Bennett is an investment adviser representative with J. W. Cole Advisors, Inc. in Annapolis, MD, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Elizabeth’s SEC record dates to 2008, about 17 years ago. Elizabeth is also registered as a broker representative. Designations on file: Certified Financial Planner.

Current advisory firms

  • J. W. Cole Advisors, Inc.Since February 2024Annapolis, MD · $8.2B in regulatory assets
  • Chesapeake Financial PlanningSince August 2016Annapolis, MD · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2008 (17 years)
Designations
Certified Financial Planner
Exams
Series 66
Registered in
3 states
Also a broker representative
Yes
Disclosures on record
Yes, see the SEC record

AtlasMembers

Elizabeth’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
6 firmsLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

More at J. W. Cole Advisors, Inc.

Every advisor at J. W. Cole Advisors, Inc. →J. W. Cole Advisors, Inc.: assets, clients and custodians →Financial advisors in Annapolis, MD →Advisor Moves: who changed firms this week →