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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-24 |
Branch Locations
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 |
|---|---|---|---|---|
| Morgan Stanley | Temple Terrace | FL | 03/2021 | 05/2024 |
| Us Door & More | Tampa | FL | 12/2019 | 12/2020 |
| Bull2Bull | Tampa | FL | 03/2018 | 05/2019 |
| University Of South Florida | Tampa | FL | 06/2015 | 05/2019 |
| N/A | Tampa | FL | 01/2021 | 03/2021 |
| N/A | Tampa | FL | 08/2019 | 11/2019 |
| Province Tampa | Tampa | FL | 06/2019 | 06/2019 |
| N/A | Tampa | FL | 05/2024 | 08/2024 |
| J.W. Cole Financial, Inc. | Tampa | FL | 08/2024 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-04 |
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