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Current Employers
J. W. Cole Advisors, Inc.

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2015-11-13
  • CO RA
    APPROVED
    Since 2015-11-13

Branch Locations

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Colorado Springs, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Avon Products Inc. Colorado Springs CO 08/2003 Present
J.W. Cole Financial, Inc Tampa FL 07/2015 Present
J.W. Cole Advisors, Inc. Tampa FL 11/2015 Present
  • 08/2003 → Present
    Avon Products Inc.
    Colorado Springs, CO
  • 07/2015 → Present
    J.W. Cole Financial, Inc
    Tampa, FL
  • 11/2015 → Present
    J.W. Cole Advisors, Inc.
    Tampa, FL
Previous Registrations
  • 2001-10-10 → 2003-11-05
    Davidson Trust Co.
    Great Falls, MT
Other Businesses

(1) A. FIXED INSURANCE PRODUCTS B. NON-INVESTMENT RELATED C. 2975 BROADMOOR VALLEY RD. # 201 D. SALES E. 7/2015 F. HOURS PER MONTH 5-10 G. TRADING HOURS 5-10/MONTH H. SALES I. NON-COMPANY OFFICER J. NO CLIENT INVOLVEMENT (2) A) AVON SALES REPRESENTATIVE B) NON-INVESTMENT RELATED C) 8202 COOPER RIVER 80920 D) SALES E) REPRESENTATIVE F) 08/2003 TO PRESENT G) HOURS PER WEEK .5 (3) Integrated Financial Wellness, LLC; DBA; Investment related; 219 West Colorado Ave, Ste 306, Colorado Springs, CO 80903; Financial Advisor; Provide Financial advise to clients. Start 3/6/2025; 120 hours/month during trading. (4) Big Teepee Investments, LLC;  Owner; 2448 Willow Glen Dr. Colorado Springs CO 80920; Not investment related; Start Date:  10/1/25 0 hours during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-05-04
S65 Uniform Investment Adviser Law Examination 2015-11-07
  • S63 Uniform Securities Agent State Law Examination
    2024-05-04
  • S65 Uniform Investment Adviser Law Examination
    2015-11-07
Other Names
  • Julie Anne Bishop
  • Julie Anne Bishop

View on SEC IAPD

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