Best Investors Account Sign in

Eric Scott Ishikawa

J. W. Cole Advisors, Inc.

Honolulu, HI

Tampa, FL

CRD 6606981

Claim This Profile
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:

Current Employers
J. W. Cole Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2016-06-01
  • HI RA
    APPROVED
    Since 2016-06-01

Branch Locations

1712 North King Street, Honolulu, HI 96819 • 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
Financial Architects Of Hawaii Honolulu HI 02/2016 Present
J.W. Cole Financial, Inc. Tampa FL 02/2016 Present
J.W. Cole Advisors, Inc. Tampa FL 06/2016 Present
  • 02/2016 → Present
    Financial Architects Of Hawaii
    Honolulu, HI
  • 02/2016 → Present
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 06/2016 → Present
    J.W. Cole Advisors, Inc.
    Tampa, FL
Other Businesses

(1) ERIC ISHIKAWA; 1712 North King St., Honolulu HI 96819; Not investment related; TRADITIONAL LIFE & HEALTH INSURANCE; INSURANCE AGENT; START DATE 3/14/2016; 20 HRS PER MO, 0 HRS DURING TRADING; DUTIES: SOLICIT & PLACEMENT OF NON-VARIABLE INSURANCE. (2) FINANCIAL ARCHIECTS OF HAWAII, LLC; INVESTMENT RELATED; 1712 North King St., Honolulu HI 96819; Life Insurance Agent; Sell life insurance; Start 9/11/24; 40 HRS PER MONTH, 2 hrs./mo. during trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-25
S63 Uniform Securities Agent State Law Examination 2016-02-19
  • S65 Uniform Investment Adviser Law Examination
    2016-05-25
  • S63 Uniform Securities Agent State Law Examination
    2016-02-19

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Honolulu, HI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor