Best Investors Account Sign in
Current Employers
Cfci

674 S. College Avenue, Bloomington, IN 47403 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-03-02
  • IN RA
    APPROVED
    Since 2026-03-02

Branch Locations

674 S. College Avenue, Bloomington, IN 47403 • United States

J. W. Cole Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2019-01-02
  • IN RA
    APPROVED
    Since 2019-01-02

Branch Locations

674 S. College Ave., Bloomington, IN 47403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2004 → 12/2025
    Comprehensive Financial Consultants Institutional, Inc
    Bloomington, IN
  • 01/2019 → Present
    J.W. Cole Advisors, Inc.
    Bloomington, IN
  • 01/2026 → Present
    Comprehensive Financial Consultants Institutional, Inc
    Bloomington, IN
  • 07/2018 → Present
    J.W. Cole Financial, Inc.
    Bloomington, IN
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-16
  • S66 Uniform Combined State Law Examination
    2018-08-16
Other Names
  • Angela Marie Floyd

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bloomington, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor