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674 S. College Avenue, Bloomington, IN 47403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-03-02 |
Branch Locations
674 S. College Avenue, Bloomington, IN 47403 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comprehensive Financial Consultants Institutional, Inc | Bloomington | IN | 01/2004 | 12/2025 |
| J.W. Cole Advisors, Inc. | Bloomington | IN | 01/2019 | Present |
| Comprehensive Financial Consultants Institutional, Inc | Bloomington | IN | 01/2026 | Present |
| J.W. Cole Financial, Inc. | Bloomington | IN | 07/2018 | Present |
1. Adventure Planning by Angela, LLC No 4542 N. Shadow Wood Dr., Bloomington, IN 47404 Travel Agency-vacation planning Vacation Advisor/Team Leader 01/2011 20 hours/month 4 at most during business hours Vacation trip planning and supervising team members who are also vacation planners 2. Edgewood Dollars for Scholars No P.O. Box 323, Ellettsville, IN 47429 High school college scholarship fundraising Board Member 6/2014 joined committee/board 2 hours/month 0 during trading hours attend & participate in meetings 3. Comprehensive Financial Consultants d/b/a Yes 674 S. College Ave., Bloomington, IN 47403 Investment/Financial Advising and Insurance Office Client Services Manager 01/2004 140 hours/month 140 hours/month during trading hours Assisting representatives and clients with financial and insurance related issues 4. J.W. Cole Advisors, Inc.; RIA, Licensed Assistant; 01/2025; Investment Related; Investment/Financial Advising; Approximate 5 hours per month 5. J.W/ Cole Financial, Inc., Broker dealer; Registered Representative; 07/2018; Investment Related; Investment/Financial Advising; Approximate 40 hours per month 6. Power of Attorney for Eric W. Chambers, spouse No Power of Attorney as needed (unused to date) 7. Power of Attorney for Janet M. Floyd, parent No Power of Attorney as needed 8. Notary Public No Notary Public 1 hour at most/month 1 hour at most/month during trading hours Notarize client documents at needed 9. Successor Trustee and Successor Executor for Timothy Thrasher (uncle) Back-up Trustee and executor for Uncle's Estate if necessary
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-16 |
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