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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-09-20 |
Branch Locations
7002 Gunn Highway Suite 105, Tampa, FL 33625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Cole Financial | Tampa | FL | 05/2009 | 08/2017 |
| Jonathan Roberts Advisory Group,Inc. | Tampa | FL | 05/2009 | 08/2017 |
| Charles Schwab & Co., Inc. | Tampa | FL | 08/2017 | Present |
| J.M. Cole And Associates, Llc | Tampa | FL | 08/2017 | 08/2017 |
1) Rental Property | Investment Related:No|11540 Fountainhead Drive|Tampa|FL|33626|USA|Real Estate (Non-Agent/Broker)|Owner|9/1/2017|Less than 20|0|Rental property of which I coordinate the management of the property., 2) JM Cole and Associates LLC | Investment Related:No|Financial Services|Owner|8/21/2017|Less than 20|0|Entity established exclusively in connection with the rep's independent broker relationship with the firm for liability, protection and tax purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-23 |
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