Angelo Tyler Risola

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

• 08/2014 → 01/2017
  Gordon Biersch
  Gilbert, AZ
• 01/2017 → 11/2018
  Axa Advisors, Llc
  New York, NY
• 03/2019 → 05/2019
  Morgan Stanley
  Gilbert, AZ
• 10/2018 → 11/2020
  The House Brasserie
  Scottsdale, AZ
• 10/2019 → 07/2021
  Wells Fargo Bank, Na
  Scottsdale, AZ
• 10/2019 → 07/2021
  Wells Fargo Clearing Services, Llc
  Scottsdale, AZ
• 07/2021 → Present
  J.W. Cole Financial, Inc
  Tampa, FL
• 07/2021 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2019-11-18 → 2021-07-27
  Wells Fargo Clearing Services, Llc
  Phoenix, AZ
  Scottsdale, AZ
  Scottsdale, AZ

Other Businesses

(1) Agrandar Associates, Inc; DBA; Investment Related; 10505 N 69th Street, Suite 1400, Scottsdale, AZ 85253; Registered Rep; Investment Advisor/Wealth Management and Insurance Agent/selling fixed insurance products and Health Insurance Agent; Start 7/27/2021; approx. 160 hrs./mo., 160 hrs./mo. during trading (30 hrs./mo. spent on insurance sales/10 hours for health insurance). (2) Risola Holdings, LLC; Non-investment related; 4950 N. Miller Rd., Scottsdale, AZ 85251; Start date: 3/1/2022; Member-Manager; Residential home rehab; 0 hours per month during trading.

Exams

• S66 Uniform Combined State Law Examination
  2019-07-08
• S63 Uniform Securities Agent State Law Examination
  2017-02-23

Other Names

• Angelo Tyler Risola
• Tyler Jordan Bockmann
• Angelo T Risola
• Angelo Risola