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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 |
|---|---|---|---|
| UT | RA | APPROVED | 2025-01-08 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
1220 North Main Street Suite 9, Springville, UT 84663 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Cole Advisors, Inc. | Tampa | FL | 01/2025 | Present |
| J.W. Cole Financial, Inc. | Tampa | FL | 04/2019 | Present |
| Arrivasure Wealth | Springville | UT | 07/2015 | Present |
(1) ArrivaSure Wealth; DBA; Investment Related; 1220 North Main Street, Suite 9, Springville UT 84663; Advisor; Meet with clients, give financial advice, manage portfolios; Start 1/1/2025; 120 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-26 |
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