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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-24 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Life Insurance Company | Colorado Springs | CO | 03/2013 | 01/2022 |
| Usaa Investment Services Company | Colorado Springs | CO | 01/2018 | 01/2022 |
| Usaa Investment Services Company | Tampa | FL | 01/2022 | 02/2026 |
| Usaa Life Insurance Company | Tampa | FL | 01/2022 | 02/2026 |
| J.W. Cole Financial, Inc. | Tampa | FL | 02/2026 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 02/2026 | Present |
(1) Hyper Pure Ceramics, Inc.; Ceramic Cup Company; 36 W. Fayette Ave, Ste 2, Salt Lake, UT 84101; Not investment related; Part Owner/Vice President of Marketing;; Start 1/28/2026; 20 hours/month, 0 during trading yours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-24 |
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