Joshua Nolan

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

Authority	Category	Status	Date
TX	RA	APPROVED	2025-10-21
AZ	RA	APPROVED	2024-04-16
UT	RA	APPROVED	2023-09-25

TX RA
APPROVED

Since 2025-10-21
AZ RA
APPROVED

Since 2024-04-16
UT RA
APPROVED

Since 2023-09-25

Branch Locations

Coolidge, AZ • United States

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

1145 South 800 East Suite 101, Orem, UT 84097 • United States

826 E State Road Suite 210, American Fork, UT 84003 • 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

Organization	City	State	From	To
American United Life	Gilbert	AZ	07/2022	04/2023
Oneamerica Securities	Gilbert	AZ	11/2022	04/2023
Axio Wealth Management	American Fork	UT	04/2021	07/2022
Specialized Manufacturing	Draper	UT	07/2020	04/2021
Bowman Consulting	Safford	AZ	03/2018	06/2020
Affordable Furniture	Safford	AZ	01/2018	03/2018
Gns Heating And Cooling	Wilcox	AZ	07/2017	01/2018
The Church Of Jesus Christ Of Latter Day Saints	Santiago		07/2015	07/2017
J.W. Cole Financial, Inc.	Tampa	FL	04/2023	Present
J.W. Cole Advisors, Inc.	Tampa	FL	08/2023	Present

07/2022 → 04/2023

American United Life

Gilbert, AZ
11/2022 → 04/2023

Oneamerica Securities

Gilbert, AZ
04/2021 → 07/2022

Axio Wealth Management

American Fork, UT
07/2020 → 04/2021

Specialized Manufacturing

Draper, UT
03/2018 → 06/2020

Bowman Consulting

Safford, AZ
01/2018 → 03/2018

Affordable Furniture

Safford, AZ
07/2017 → 01/2018

Gns Heating And Cooling

Wilcox, AZ
07/2015 → 07/2017

The Church Of Jesus Christ Of Latter Day Saints

Santiago
04/2023 → Present

J.W. Cole Financial, Inc.

Tampa, FL
08/2023 → Present

J.W. Cole Advisors, Inc.

Tampa, FL

Other Businesses

(1) Axio Wealth Management, LLC; DBA; Investment Related; 1705 W Posada St., Coolidge AZ 85128; Employee; Client Service; Start 4/10/2023; 160 hrs./mo., 160 hrs./mo. during trading. (2) Insurance; Not investment related; Fixed insurance; 1705 W Posada St., Coolidge AZ 85128; Agent; Sales and service of fixed insurance products; start 9/23/24; 3 hours/month during trading. (3) Kia Ora 1; Not investment Related; 1132 N 1050 E American Fork, UT 84003; Payroll receive through this entity; Client Service; Pass through entity that I receive my payroll through; Start 9/23/2024; 0 hours/month during trading. (4) Arizona Roots Family, LLC; Not Investment Related; 1705 W Posada St, Coolidge AZ 85128; Accounting & Payroll; Owner; Start 8/20/2025; 1 hour/month during trading

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2023-06-05
S65	Uniform Investment Adviser Law Examination	2023-02-16

S63 Uniform Securities Agent State Law Examination

2023-06-05
S65 Uniform Investment Adviser Law Examination

2023-02-16

Designations

Certified Financial Planner

Other Names

Joshua Orland Nolan
Joshua Nolan
Joshua O Nolan
Josh Nolan

View on SEC IAPD