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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
FL RA APPROVED 2023-05-11
  • FL RA
    APPROVED
    Since 2023-05-11

Branch Locations

5233 San Jose Blvd Suite 1 Jacksonville Fl 32207 Ste 1, Jacksonville, FL 32207 • United States

134 Riberia Street Suite 102, St. Augustine, FL 32084 • United States

601 St Johns Avenue, Palatka, FL 32177 • 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
J.W. Cole Financial, Inc. Tampa FL 01/2016 Present
J.W. Cole Advisors, Inc. Tampa FL 04/2023 Present
  • 01/2016 → Present
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 04/2023 → Present
    J.W. Cole Advisors, Inc.
    Tampa, FL
Other Businesses

(1) St Johns Asset Management, LLC; DBA; Investment Related; 601 St Johns Ave, Platka, FL 32177; Financial Planning Firm; Practice Manager; Start 1/25/2016; 180 hrs/mo, 160 hrs/mo during trading. (2) Licensed Insurance Agent; 601 St. Johns Avenue, Palatka, FL 32177; Not investment Related; Start Date: 3/25/2016; 0 hours during trading (3) Hen House Holdings, LLC; Not Investment Related; 601 St. Johns Av. Palatka, FL 32177; Real Estate Holding; Limited Partner; Manager; 1/2026; 10 hrs/mo during trading hrs; Managing real estate and business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-25
  • S65 Uniform Investment Adviser Law Examination
    2023-04-25
Other Names
  • Insley A. Edgar
  • Insley Roseann Arrants

View on SEC IAPD

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