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J. W. Cole Advisors, Inc. CRD 112294
$8.25B regulatory AUM 1,971 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-21 |
| AL | RA | APPROVED | 2009-01-05 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
5004 Nancy Circle, Huntsville, AL 35811 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Cole Financial Inc. | Tampa | FL | 12/2008 | Present |
| Jonathan Roberts Advisory Group, Inc. | Tampa | FL | 12/2008 | Present |
(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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-08-17 |
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