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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 | 2025-10-21 |
| PA | RA | APPROVED | 2014-07-18 |
Branch Locations
18 North Main Street 205, Doylestown, PA 18901 • 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 |
|---|---|---|---|---|
| Veritas Strategies | Doylestown | PA | 08/2010 | Present |
| J.W. Cole Financial, Inc. | Tampa | FL | 07/2014 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 07/2014 | Present |
1) FIXED INSURANCE SALES, N. Main Street, Suite 210, Doylestown, PA 18901 2) VERITAS STRETEGIES - INVESTMENT RELATED - 18 N MAIN STREET SUITE 210 DOYLESTOWN, PA 18901 - 10/19/1998 - DBA FOR SECURITIES/ADVISORY BUSINESS - 160 HRS PER WEEK - 140 HRS DURING TRADING HRS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-06-27 |
| S65 | Uniform Investment Adviser Law Examination | 2008-10-13 |
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