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Current Employers
J. W. Cole Advisors, Inc.

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2021-02-22
  • UT RA
    APPROVED
    Since 2021-02-22

Branch Locations

5525 South 900 East Suite 145, Salt Lake City, UT 84117 • United States

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc. Fairfield IA 06/2016 02/2021
Cambridge Investment Research Advisors, Inc. Fairfield IA 06/2016 02/2021
Acumen South Jordan UT 09/2010 Present
J.W. Cole Financial, Inc. Tampa FL 02/2021 Present
J.W. Cole Advisors, Inc. Tampa FL 02/2021 Present
  • 06/2016 → 02/2021
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 06/2016 → 02/2021
    Fairfield, IA
  • 09/2010 → Present
    Acumen
    South Jordan, UT
  • 02/2021 → Present
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 02/2021 → Present
    J.W. Cole Advisors, Inc.
    Tampa, FL
Previous Registrations
Other Businesses

(1) Acumen; not investment related; caregiver - start date 3/21/2005; 1421 Palmer Park Lane, South Jordan, UT 94095; caregiver of twin brothers; 5 hours per month, 0-2 hours during trading. (2) DBA - CQ Financial; investment related; agent/producer/investment advisor - start date 2/22/2021; 5525 South 900 East, Suite 145, Salt Lake City, UT 84117; sales & service of fixed insurance products, as well as investment advisory services, with various carriers; 12 hours per month, 6 hours per month during trading. (3) Fixed Insurance; Non-Investment Related; Agent/Insurance Producer; Start date 08/12/2013; 5525 South 900 East, Suite 145, Salt Lake City, UT 84117; sales & service of fixed insurance products with various carriers; 12 hours per month, 6 hours per month during trading. (4) Successor Trustee for The Steven Lee Jackson & Cheryl Lee Siebert Jackson Family Trust. (5) Nathan Jackson Investment Advisor; LLC for Tax Purposes: Not investment related; 6571 W. Arcadia View Dr, West Jordan, UT 84081; Owner; Take card of taxes with my CPA each year; Start 6/20/2017; 1 hour/month during trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-24
  • S66 Uniform Combined State Law Examination
    2016-03-24
Other Names
  • Nate Jackson
  • Nathan Jackson

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