Matthew Jason Marcoux

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

• 02/2003 → 02/2017
  G.A. Repple & Company
  Casselberry, FL
• 02/2017 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 02/2017 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2005-03-14 → 2017-02-06
  G. A. Repple & Company
  Oviedo, FL
  Maitland, FL
  Winter Springs, FL
  Casselberry, FL

Other Businesses

(1) Candor Path Financial - 525 Sybelia Pkwy Suite 212, Maitland, FL 32751 - FINANCIAL PLANNING FIRM - OFFER SALES OF SECURITIES AND INSURANCE PRODUCTS. INVESTMENT RELATED - APPROX 160 HRS PER MONTH MOST DURING TRADING HRS., COMMISSIONS & FEES. (2) Candor Path Insurance Services - Investment Related - 525 Sybelia Parkway Suite 212 Maitland, FL - Health, life, Medicare Insurance Services - Co-Owner - 6/12/18 - 40 hours per month - 1 during trading hours. (3) Candor Path Estate Planning Services; non-investment related; address: same as branch; estate planning; title: officer; start date: 3/1/2020; 10 hours per month during trading hours; duties include assisting with design and creation of estate plans with attorneys. (4) BEHR Holdings, LLC; Co-Owner; non-investment related; real estate holding company to purchase commercial real estate office building; Address: 525 Sybelia Parkway, Suite 212 Maitland, Fl; Start Date: 6/18/2025; 5 hours/month during trading hours. (5) Galileo School For Gifted Learning; Not Investment Related; 3900 E SR 46, Sanford, FL 32771; Financial oversight for board matters; Board of Director Member; 3/2025; 10 hrs/mo during trading hrs; Provide financial oversight and report to the Board of Directors for financial matters. Manage cash reserves using money market, CD's, bank accounts and government obligations.

Exams

• S66 Uniform Combined State Law Examination
  2005-01-28

Designations

• Certified Financial Planner