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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-22 |
| FL | RA | APPROVED | 2018-01-19 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
3001 Countryside Boulevard, Clearwater, FL 33761 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Cole Financial | Tampa | FL | 05/2016 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 01/2018 | Present |
1.) FIXED INSURANCE; INVESTMENT-RELATED; 3001 COUNTRYSIDE BLVD., CLEARWATER, FL 33761; THE SALE OF INSURANCE AND OTHER FIXED PRODUCTS; AGENT; 2019; 5 HRS DEVOTED 5 DURING TRADING HRS. 2.) VANHORENBECK FINANCIAL GROUP; DBA; 3001 COUNTRYSIDE BLVD., CLEARWATER, FL 33761; INVESTMENT RELATED; PARTNER; MANAGE DAY TO DAY BUSINESS AND MANAGE CLIENT RELATIONSHIPS (3) Vanhorenbeck Wealth Partners, Inc.; Corporation for payroll and business expenses; 3001 Countryside Blvd Clearwater, FL 33761; Investment related; President & Secretary; Start Date: 12/9/2025; 3 hours/month during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-04-21 |
| S66 | Uniform Combined State Law Examination | 2017-12-22 |
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