Joshua David Tirado

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → Present
  J.W. Cole Financial, Inc
  Flemington, NJ
• 09/2012 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2008-06-16 → 2012-09-21
  Cambridge Investment Research Advisors, Inc.
  Flemington, NJ
• 2007-10-15 → 2008-06-24
  Eagle Strategies Llc
  Eastern, PA
  Bethlehem, PA

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

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