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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-26 |
| KS | RA | APPROVED | 2024-07-29 |
Branch Locations
5250 W. 94Th Terrace Suite 108, Prairie Village, KS 66207 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Wright Legacy Group | Elizabethtown | KY | 11/2008 | 07/2024 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 07/2024 | Present |
(1) The Wright Legacy Group, LLC; DBA; Not investment related; 5250 W. 94th Terrace, Suite 108, Prairie Village KS 66207; Insurance Agent; Advise on Insurance products; Start 1/1/2009; 80 hours/month, 80 hours/month during trading. (2) JWC Wealth Management; DBA; Investment related; 5250 W. 9th Terrace, Ste 108, Prairie Village, KS 66207; Financial Advisor; Wealth Management; Start 1/1/25; 130 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-08 |
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