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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
PA RA APPROVED 2025-02-24
  • PA RA
    APPROVED
    Since 2025-02-24

Branch Locations

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

1 E. Broad Street Suite 560, Bethlehem, PA 18018 • 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
Metlife Securities Inc Allentown PA 02/2016 11/2017
Massachusetts Mutual Life Insurance Company Springfield MA 07/2016 11/2017
Mml Investors Services, Llc Allentown PA 03/2017 11/2017
Sii Allentown PA 11/2017 11/2018
Royal Alliance Associates, Inc. Easton PA 11/2018 02/2025
J.W. Cole Financial, Inc. Tampa FL 02/2025 Present
J.W. Cole Advisors, Inc. Tampa FL 02/2025 Present
  • 02/2016 → 11/2017
    Metlife Securities Inc
    Allentown, PA
  • 07/2016 → 11/2017
    Massachusetts Mutual Life Insurance Company
    Springfield, MA
  • 03/2017 → 11/2017
    Allentown, PA
  • 11/2017 → 11/2018
    Sii
    Allentown, PA
  • 11/2018 → 02/2025
    Royal Alliance Associates, Inc.
    Easton, PA
  • 02/2025 → Present
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 02/2025 → Present
    J.W. Cole Advisors, Inc.
    Tampa, FL
Previous Registrations
  • 2018-11-02 → 2025-02-26
    Easton, PA
    Nazareth, PA
    Bethlehem, PA
  • 2017-11-09 → 2018-11-02
    Signator Investors, Inc.
    Easton, PA
    Allentown, PA
  • 2017-03-25 → 2017-11-14
    Allentown, PA
  • 2016-05-02 → 2017-03-25
    Msi Financial Services, Inc.
    Allentown, PA
Other Businesses

(1) ATLAS ADVISORS, LLC; IAR; Investment Related; 1 E Broad Street, Ste 130; Bethlehem, PA 18018; Investment Advisor Rep; Sales & marketing of securities & investment advisory services; Start 10/1/2022; 160 hours/month, 130 hours/month during trading. (2) ATLAS ADVISORS, LLC - INSURANCE BROKERAGE; IAR; Investment Related; 1 E. Broad Street, Suite 560; Bethlehem, PA 18018; Insurance Broker; Start 10/1/2022; 40 hours/month, 40 hours/month during trading. (3) Jonathan Dolin, LLC; Not investment related; 4013 Hemlock Dr, Coplay, PA 18037; Payroll tax savings; Shareholder; Owner of LLC created to save on taxes, salary paid using personal income; Start 12/18/2019; 0 hours/month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-24
  • S66 Uniform Combined State Law Examination
    2016-03-24
Other Names
  • Jonathan Dolin

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