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J. W. Cole Advisors, Inc. CRD 112294
$8.25B regulatory AUM 1,971 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-06 |
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