Joel James Levesque

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:

Current Employers

J. W. Cole Advisors, Inc.

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

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2012-04-16

VA RA
APPROVED

Since 2012-04-16

Branch Locations

Fairfax, VA • United States

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

Organization	City	State	From	To
J.W. Cole Financial, Inc	Tampa	FL	04/2012	Present
J.W. Cole Advisors, Inc.	Tampa	FL	04/2012	Present

04/2012 → Present

J.W. Cole Financial, Inc

Tampa, FL
04/2012 → Present

J.W. Cole Advisors, Inc.

Tampa, FL

Previous Registrations

2011-06-06 → 2011-09-28

Workman Securities Corporation

Eden Prairie, MN

Fairfax, VA

Other Businesses

(1) A) ARMY EMERGENCY RELIEF B) INVESTMENT RELATED - YES C) 2530 CRYSTAL DRIVE, SUITE 13161, ARLINGTON, VA 22202 D) CHARITY: PROVIDES GRANTS AND NO-INTEREST LOANS TO SOLDIERS AND FAMILY MEMBERS IN FINANCIAL DISTRESS E) CHIEF FINANCIAL OFFICER F) 03/07/2017 G) 160 HRS PER MONTH H) 160 HRS PER MONTH I) DEVELOPING AND IMPLEMENTING AN ANNUAL BUDGET; MANAGING CASH; MONITORING AND REPORTING ON ORGANIZATIONS INVESTMENTS; PAYING EMPLOYEES AND VENDORS. (2) A) Rental Property B) Non-investment related C) 1 Seabreeze Ave, Biddeford Maine 04005 D) Residential lease E) Landlord (3) Wood Island Financial Services -DBA; investment related; 4112 Middlebrook St, Fairfax VA 22032; Start Date 7/1/2022 (4) Thornton Academy; Not investment related; 438 Main Street, Saco, Maine; Private High School; Board of Trustee - Development Committee; Start 9/19/2021; 5 hours/month during trading.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-05-07

S66 Uniform Combined State Law Examination

2011-05-07

Designations

Chartered Financial Analyst

View on SEC IAPD