John William Engel

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

• 09/2013 → 04/2020
  J.W. Woodworks
  Stuart, FL
• 05/2020 → Present
  Fpa`
  Hobe Sound, FL
• 05/2021 → Present
  Jw Cole Financial, Inc
  Tampa, FL
• 09/2022 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Other Businesses

(1) Oceanside Wealth Management; DBA; 10762 SE Federal Hwy, Hobe Sound, FL 33455; Financial Planning; affiliated for advertising only; Start 2002; spent 0 hr. (2) Financial Planning Associates; 10762 SE Federal Hwy, Hobe Sound, FL 33455; Financial Planning; Start 6/1993; 128 hrs/mo; 128 hrs/mo during trading. (3) Financial Planning Associates; 10762 SE Federal Hwy, Hobe Sound, FL 33455; Providing tax preparation services as needed; Start 2/20/2023; 0 hrs/mo during trading.

Exams

• S66 Uniform Combined State Law Examination
  2022-09-09
• S63 Uniform Securities Agent State Law Examination
  2000-09-06