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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 |
|---|---|---|---|
| AL | RA | APPROVED | 2026-02-03 |
Branch Locations
3330 L & N Drive Ste I & E Huntsville Al 35802 Ste I & Ste E, Huntsville, AL 35802 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Prudential Insurance Company Of America | Birmingham | AL | 11/2014 | 11/2016 |
| Pruco Securities Llc | Birmingham | AL | 11/2014 | 11/2016 |
| Cuna Mutual Group | Waverly | IA | 11/2016 | 03/2019 |
| Cuna Brokerage Services | Waverly | IA | 11/2016 | 03/2019 |
| J.W. Cole Financial, Inc | Tampa | FL | 02/2026 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 02/2026 | Present |
| Commonwealth | Huntsville | AL | 03/2019 | 02/2026 |
(1) Rental Property; 803 Grove St, Homewood, AL 35209; Not investment related; Owner; Start 6/1/2017; 2 hours/month, 1 hour/month during trading. (2) Vector Wealth Strategies, LLC; DBA; 3330 L & N Drive, Ste I, Huntsville, AL 35801; Investment Related; Senior Partner; Firm management, annual review of client accounts, recruiting future advisors; Start 7/1/2021; 160 hours/month, 120 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-02 |
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