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Jordan Harro

J. W. Cole Advisors, Inc.

Palmyra, PA

Tampa, FL

CRD 7282116

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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
PA RA APPROVED 2025-07-14
  • PA RA
    APPROVED
    Since 2025-07-14

Branch Locations

300 East Main Street, Palmyra, PA 17078 • 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 07/2020 Present
Harro Associates Palmyra PA 12/2016 Present
Shippensburg University Shippensburg PA 09/2012 12/2016
J.W. Cole Advisors, Inc. Tampa FL 07/2025 Present
  • 07/2020 → Present
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 12/2016 → Present
    Harro Associates
    Palmyra, PA
  • 09/2012 → 12/2016
    Shippensburg University
    Shippensburg, PA
  • 07/2025 → Present
    J.W. Cole Advisors, Inc.
    Tampa, FL
Other Businesses

(1) Life Insurance/Fixed Index; Not investment related; 300 East Main Street, Palmyra, PA 17078; Agent; Selling Fixed Life Insurance; Start 5/1/2017; 20 hours/month, 20 hours/month during trading. (2) Harro Associates; DBA; 300 East Main Street, Palmyra, PA 17078; Investment related; Investment Advisor; Fixed Annuity and Fixed Life Insurance sales. Provide Investment services; Start 7/2025; 160 hours/month, 160 hours/month during trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-06
  • S65 Uniform Investment Adviser Law Examination
    2025-05-06

View on SEC IAPD

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