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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 | 2025-08-26 |
| MI | RA | APPROVED | 2018-07-20 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
128 S. Pine River St., Ithaca, MI 48847 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities, Inc | Ithaca | MI | 12/2008 | 07/2018 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 07/2018 | Present |
| J.W. Cole Financial, Inc. | Tampa | FL | 07/2018 | Present |
(1) Newton Showers Wealth Management, LLC; DBA; Financial Planning; Investment Related; 5548 1st Coast Highway, Fernandina Beach, FL 32034; Financial Advisor; Provide planning services for clients and manage day to day operations of the business; Start 6/1/2023; 60 hours/month during trading. (2) Advisors Excel Medicare Solutions; Selling Medicare Supplemental policies; Not investment related; 128 S Pine River St, Ithaca MI 48847; Agent; Speak with clients about need for Medicare Supplemental policy and refer to Advisors Excel Medicare Solutions for processing and sales; Start date 4/5/2024; 2 hours/month during trading hours. (3) 168 Wealth Strategists; DBA; Investment Related; 128 S Pine River St, Ithaca MI 48847; Partner / Advisor, Financial Planning; Start 3/28/2025; 160 hours/month during trading. (4) Scott Showers - Author; Not Investment Related; 430 N Ithaca St, Ithaca MI. 48847; Writing Content for books; Author; Start 8/1/25; 4 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-15 |
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