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John Thomas Pharr

J. W. Cole Advisors, Inc.

Pensacola, FL

Tampa, FL

CRD 1990229

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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
FL RA APPROVED 2016-07-12
  • FL RA
    APPROVED
    Since 2016-07-12

Branch Locations

105 E Gregory Square, Pensacola, FL 32502 • United States

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • 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
John Pharr Cpa, Llc Pensacola FL 03/2004 Present
J.W. Cole Financial, Inc. Tampa FL 05/2016 Present
J.W. Cole Advisors, Inc. Tampa FL 06/2016 Present
  • 03/2004 → Present
    John Pharr Cpa, Llc
    Pensacola, FL
  • 05/2016 → Present
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 06/2016 → Present
    J.W. Cole Advisors, Inc.
    Tampa, FL
Previous Registrations
Other Businesses

1)JOHN PHARR CPA LLC 105 E GREGORY SQ PENSACOLA FL 32502. OWNER/MGR SINCE 01/2006. MANAGE CPA PRACTICE, TAX CONSULTING & PREP AS WELL AS SMALL BUSINESS CONSULTING. 25 HRS/MONTH DURING TRADING HRS. PAID SALARY & DRAW/DIVIDENDS. NOT INVESTMENT RELATED. 2)ELECTRONIC DISPLAY NETWORKS INC 105 E GREGORY SQ PENSACOLA FL. OFFICER SINCE 02/2008. 20 HRS/MONTH, 10 DURING TRADING HRS. RECEIVE DIVIDENDS FROM CORP. NOT INVESTMENT RELATED. 3) Pharr Holdings, LLC - commercial rental property - president - 4 hours per month - none during trading hours - non investment related - 105 E Gregory Square Pensacola, FL 32502 4) RIVERSIDE WEALTH ADVISORS, LLC - DBA - INVESTMENT RELATED - 1306 E CERVANTES STREET SUITE C PENSACOLA, FL 32501 - 9/21/18 - ADVISOR - 40 HRS/MONTH - 30 DURING TRADING HRS

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-11-22
S65 Uniform Investment Adviser Law Examination 2014-02-13
  • S63 Uniform Securities Agent State Law Examination
    2017-11-22
  • S65 Uniform Investment Adviser Law Examination
    2014-02-13
Other Names
  • John Thomas Pharr
  • John Thomas Pharr

View on SEC IAPD

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