Todd James Pack

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → Present
  Break Through Advisers
  Macomb, MI
• 05/2013 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 05/2013 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2009-11-03 → 2013-05-10
  Financial Advisers Of America, Llc
  Carlsbad, CA
  Carlsbad, CA
• 2006-01-20 → 2009-11-06
  United Capital Financial Advisors
  Newport Beach, CA
• 2006-01-17 → 2009-11-02
  Girard Securities, Inc.
  San Diego, CA
  Westlake Village, CA
  Dallas, TX
  San Diego, CA
  Walnut Creek, CA
  Newport Beach, CA
  Houston, TX
  Modesto, CA
  Oxnard, CA
  Boca Raton, FL
  Rockford, IL
  Woodland Hills, CA
  Bethesda, MD
  New Port Richey, FL
  Austin, TX
  Austin, TX
• 2006-01-19 → 2006-03-13
  United Capital Investment Advisers, Inc
  Newport Beach, CA

Other Businesses

(1) BREAK THROUGH ADVISERS - FOUNDER AND CEO, MEMBERS OF BTA PROVIDE PUBLIC SPEAKING SERVICES FOR A FEE ON A WIDE RANGE OF TOPICS. ACT AS AN INSURANCE AGENT AND MGA FOR VARIOUS FIXED INSURANCE STRATEGIES. CONDUCT DIRECT BUSINESS AND RECEIVE OVERRIDES ON OTHER AGENTS FIXED INSURANCE BUSINESS. PROVIDE COACHING AND TRAINING SERVICES TO REGISTERED REPRESENTATIVES AND INSURANCE AGENTS. PROVIDE OUTSOURCED 3RD PARTY DUE DILIGENCE SERVICES TO BROKER DEALERS AND INVESTMENT ADVISORS. (2) JWC Wealth Management; Wealth Management solution; Investment Related; 4301 Anchor Plaza Parkway, Suite 450 Tampa FL 33634; Director of Advanced Planning; Start 8/5/2025; 1 hour/month during trading.

Exams

• S66 Uniform Combined State Law Examination
  2006-01-14
• S63 Uniform Securities Agent State Law Examination
  2000-10-26

Designations

• Chartered Financial Consultant