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Martin Dennis Ian Barinaga

J. W. Cole Advisors, Inc.

Tampa, FL

Huntsville, AL

CRD 1932496

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Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars
  • HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
J. W. Cole Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-21
AL RA APPROVED 2009-01-05
  • TX RA
    APPROVED_RES
    Since 2025-10-21
  • AL RA
    APPROVED
    Since 2009-01-05

Branch Locations

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

5004 Nancy Circle, Huntsville, AL 35811 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
J.W. Cole Financial Inc. Tampa FL 12/2008 Present
Jonathan Roberts Advisory Group, Inc. Tampa FL 12/2008 Present
  • 12/2008 → Present
    J.W. Cole Financial Inc.
    Tampa, FL
  • 12/2008 → Present
    Jonathan Roberts Advisory Group, Inc.
    Tampa, FL
Previous Registrations
  • 2003-11-14 → 2008-12-22
    Cetera Investment Services Llc
    Huntsville, AL
    Huntsville, AL
  • 1999-01-01 → 2003-11-28
    Cetera Wealth Services, Llc
    Huntsville, AL
Other Businesses

(1) A. TERM LIFE INSURANCE B. 40 HRS/MONTH C. $100 COMPENSATION. (2) DBA: MARTIN D BARINAGA INVESTMENTS; INVESTMENT RELATED; 5004 Nancy Circle, HUNTSVILLE, AL 35811; CLIENTS INVOLVED. (3) Huntsville adult soccer league; referee or linesman for local soccer games; not investment related; start date: 3/6/2023; 0 hour per month during trading. (4) Huntsville Knights soccer club; Head soccer coach for high school team; not investment related; start date: 3/23/2023; 0 hour per month during trading.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1990-08-17
  • S63 Uniform Securities Agent State Law Examination
    1990-08-17
Other Names
  • Marty Barinaga

View on SEC IAPD

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