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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-26 |
| NC | RA | APPROVED | 2017-01-09 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Four Oaks, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Cole Financial, Inc | Flemington | NJ | 08/2012 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 09/2012 | Present |
(1) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. (2) JT Financial Group, LLC.; Investment Related; 113 Devilwood Drive, Four Oaks, NC 27524; Planning Practice; Owner of JT Financial Group, Inc.; 2001-Present; DBA for Broker-Dealer and Investment Advisory Use. (3) Healthy Wealthy & Wise; Not investment related; Marketing for Educational Webinar Services; 113 Devilwood Drive, Four Oaks, NC 27524; Managing Member; My admin will schedule speaker, market and host monthly education client webinars. Education for all things to improve my client's lives; Start 9/12/2023. (4) Rental property; Investment related; 821 S 5th St, Smithfield, NC 27577; Rental property for income; Owner; Start 5/1/2023; 0.5 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-24 |
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