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Current Employers
J. W. Cole Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-08-26
NC RA APPROVED 2017-01-09
  • TX RA
    APPROVED_RES
    Since 2025-08-26
  • NC RA
    APPROVED
    Since 2017-01-09

Branch Locations

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

Four Oaks, NC • 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
J.W. Cole Financial, Inc Flemington NJ 08/2012 Present
J.W. Cole Advisors, Inc. Tampa FL 09/2012 Present
  • 08/2012 → Present
    J.W. Cole Financial, Inc
    Flemington, NJ
  • 09/2012 → Present
    J.W. Cole Advisors, Inc.
    Tampa, FL
Previous Registrations
Other Businesses

(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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-10-02
S63 Uniform Securities Agent State Law Examination 2000-08-24
  • S65 Uniform Investment Adviser Law Examination
    2007-10-02
  • S63 Uniform Securities Agent State Law Examination
    2000-08-24

View on SEC IAPD

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