Best Investors Account Sign in
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 2025-11-12
FL RA APPROVED 2007-08-27
  • TX RA
    APPROVED_RES
    Since 2025-11-12
  • FL RA
    APPROVED
    Since 2007-08-27

Branch Locations

3001 Countryside Boulevard, Clearwater, FL 33761 • United States

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

Disclosures

1 disclosure category 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 No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Varrious Insurance Carriers Oldsmar FL 06/1990 Present
J.W. Cole Financial, Inc Tampa FL 08/2007 Present
Jonathan Roberts Advisory Group Tampa FL 08/2007 Present
  • 06/1990 → Present
    Varrious Insurance Carriers
    Oldsmar , FL
  • 08/2007 → Present
    J.W. Cole Financial, Inc
    Tampa, FL
  • 08/2007 → Present
    Jonathan Roberts Advisory Group
    Tampa, FL
Previous Registrations
  • 2005-09-12 → 2007-09-06
    New England Securities
    Tampa, FL
    Tampa, FL
  • 1997-08-04 → 2005-08-01
    Waddell & Reed
    Palm Harbor, FL
Other Businesses

VANHORENBECK INSURANCE GROUP LIFE INSURANCE SALES SELLING INSURANCE 5 HRS PERS WEEK COMPENSATION - COMMISSIONS Vanhorenbeck Financial Group - DBA for financial services business, investment related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-28
S63 Uniform Securities Agent State Law Examination 1997-10-09
  • S65 Uniform Investment Adviser Law Examination
    1999-12-28
  • S63 Uniform Securities Agent State Law Examination
    1997-10-09

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Clearwater, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor