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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 | 2025-10-22 |
| NY | RA | APPROVED | 2023-09-29 |
Branch Locations
6800 Pittsford-Palmyra Road Suite 250, Fairport, NY 14425 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
170 Franklin Street, Dansville, NY 14437 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Professional Advisors | Fairport | NY | 10/2007 | 09/2023 |
| Ameritas Investment Corp. | Lincoln | NE | 01/2008 | 09/2023 |
| North Country Consulting | Watertown | NY | 10/2007 | 09/2023 |
| Ameritas Life Insurance | Lincoln | NE | 01/2008 | 09/2023 |
| Ameritas Life Insurance Corp Of New York | New York | NY | 11/2007 | 09/2023 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | 09/2023 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 09/2023 | Present |
| J.W. Cole Financial, Inc. | Tampa | FL | 09/2023 | Present |
| Pechler Land Company, Llc | Farmington | NY | 04/2026 | Present |
(1) Lifetime Planning, Inc.; DBA; 6800 Pittsford-Palmyra Road, Suite 250, Fairport NY 14450; Financial Planning; Owner; Manage operations and employees; Start 1/2017; 20 hrs./mo., 0 during trading. (2) Fixed Insurance; 6800 Pittsford-Palmyra Road, Suite 250, Fairport NY 14450; Fixed Insurance Sales; Salesperson; Advise clients on purchase of fixed life, annuity, disability & LTC; Start 10/2014; 10 hrs./mo., 0 during trading. 3) Pechler Land Company, LLC; Not Investment Related; 452 Bowerman Rd, Farmington, NY 14425; Land leasing for agriculture; General Partner; 4/2026; 1 hr/mo during trading hrs; Manage lease agreements with agriculture tenants.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-22 |
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