Jorge Alberto Diaz-Galarza

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2004 → 08/2018
  Us Army
  Juana Diaz, PR
• 09/2018 → 10/2019
  Jorge Diaz Coaching
  Dorado, PR
• 10/2019 → 01/2022
  Primerica Financial Services
  Toa Baja, PR
• 01/2022 → 05/2022
  First Command Brokerage Services, Inc
  Fort Worth, TX
• 05/2022 → 01/2023
  Mutual Of Omaha Investor Services
  Guaynabo, PR
• 05/2022 → 01/2023
  Mutual Of Omaha Insurance Company
  Guaynabo, PR
• 02/2023 → 02/2023
  First Command Brokerage Services, Inc
  Fort Worth, TX
• 02/2023 → 05/2025
  First Command Brokerage Services, Inc
  Fort Worth, TX
• 02/2023 → 05/2025
  First Command Advisory Services, Inc
  Fort Worth, TX
• 02/2023 → 05/2025
  First Command Insurance Services, Inc
  Fort Worth, TX
• 05/2025 → 02/2026
  Lpl Enterprise
  Bradenton, FL
• 02/2026 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 02/2026 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2025-05-20 → 2026-03-06
  Lpl Enterprise, Llc
  Bradenton, FL
• 2023-02-24 → 2025-06-10
  First Command Advisory Services
  Dorado, PR
  Fort Worth, TX
  Orlando, FL
  Bradenton, FL
• 2022-06-07 → 2023-01-30
  Mutual Of Omaha Investor Services, Inc.
  Guaynabo, PR
  Coral Gables, FL

Other Businesses

(1) J&J Wealth Advisors; DBA; 8470 Enterprise Circle, Suite 301-F, Lakewood Ranch FL 34202; Investment Related; Financial Advisor; Start 2/23/26; 120-160 hours/month during trading hours. (2) Life Insurance; Not investment related; 8470 Enterprise Circle, Suite 301-F, Lakewood Ranch FL 34202; Insurance Agent; Start 2/12/2026; 80 hours/month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-31
• S63 Uniform Securities Agent State Law Examination
  2021-05-27

Other Names

• Jorge Alberto Diaz
• Jorge Diaz
• Jorge Alberto Diaz Galarza