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Current Employers
J. W. Cole Advisors, Inc.

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-22
FL RA APPROVED 2011-05-04
  • TX RA
    APPROVED_RES
    Since 2025-10-22
  • FL RA
    APPROVED
    Since 2011-05-04

Branch Locations

5327 Commercial Way Suite C-117, Spring Hill, FL 34606 • United States

2535 Landmark Drive #103, Clearwater, FL 33761 • United States

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Jonathan Roberts Advisory Group, Inc. Tampa FL 04/2011 Present
J.W. Cole Financial, Inc. Tampa FL 04/2011 Present
  • 04/2011 → Present
    Jonathan Roberts Advisory Group, Inc.
    Tampa, FL
  • 04/2011 → Present
    J.W. Cole Financial, Inc.
    Tampa, FL
Previous Registrations
Other Businesses

(1)MCCLELLAND & ASSOCIATES, INC/ INVESTMENT RELATED/ PRESIDENT/ FIXED INSURANCE & ADMINSTRATIVE SUPPORT SERVICES/ STARTED 1998, 40-60 HRS MONTHLY (2) RETIREMENT RESOURCES ADVISORY, INC./ INVESTMENT RELATED/ DOING BUSINESS AS COMPANY/MARKETING NAME (2) A) NORTHWOOD PLAZA OFFICE CONDOMINIUM, INC. B) NON INVESTMENT RELATED C) 6972 LAKE GLORIA BLVD. ORLANDO, FL 32809 D) CONDO ASSOCIATION BOARD MEMBER E) VP F) 07/14/2017 G) 1 HOUR PER MONTH H) 1 HOUR PER MONTH DURING TRADING HOURS I) SERVE AS A VOLUNTEER BOARD MEMBER FOR THE CONDO ASSOCIATION FOR THE BRANCH LOCATION (3) A) NORTHWOOD GROUP, LLC B) NON INVESTMENT RELATED C)2535 LANDMARK DRIVE, STE 103, CLEARWATER, FL 33761 D) REAL ESTATE HOLDING COMPANY THAT OWNS THE OFFICE CONDOMINIUM UNIT THAT WE USE AS OUR BRANCH OFFICE E) PARTNER F) 07/14/2017 G) 2 HOURS PER MONTH DEVOTED H) 0 HOURS PER MONTH DEVOTED DURING TRADING HOURS I) COLLECTING RENT AND PAYING BILLS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-12
  • S66 Uniform Combined State Law Examination
    2007-01-12
Designations

View on SEC IAPD

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