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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2025-09-03 |
Branch Locations
2674 Kraft Ave Se, Grand Rapids, MI 49546 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 01/2005 | 11/2016 |
| Great Lakes Tax Team, Llc | Grand Rapids | MI | 09/2013 | 08/2025 |
| Usa Financial Securities | Ada | MI | 11/2016 | 09/2025 |
| J.W. Cole Financial, Inc. | Tampa | FL | 09/2025 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 09/2025 | Present |
(1) L2 Advisors LLC; DBA; Investment Related; 2674 KRAFT AVE SE GRAND RAPIDS, MI 49556; Owner/Services fixed insurance products; START DATE 5/2025; 10 hours/month, 10 hours/month during trading. (2) Great Lakes Tax Team; Not investment related. 2674 Kraft Ave, Grand Rapids, MI 49546; Owner; Tas prep for clients; Start 10/6/2016; 0 hours. (3) Artisan at Honey Creek; Not investment related; 333 Honey Creek Ave NE, Ada, MI 49301; Retirement Hobby/ Crafts Woodworking; Owner; Start 6/15/2021; 20 hours/month 0-during trading. (4) Residential Rental; Not investment related; 7424 Shadow Brook Court; Grand Rapids, MI 49545; Joint owner with Martha Rushmore; Owner of Rental Property; Start 6/15/221; 0 hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-10 |
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