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Current Employers
J. W. Cole Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2026-02-03
  • AL RA
    APPROVED
    Since 2026-02-03

Branch Locations

3330 L & N Drive Ste I, Huntsville, AL 35801 • 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
Vector Wealth Strategies, Llc Huntsville AL 05/2019 Present
Vector Wealth Strategies, Llc Huntsville AL 06/2018 08/2018
Freed-Hardeman University Henderson TN 08/2015 05/2019
Commonwealth Financial Network Waltham MA 07/2019 02/2026
J.W. Cole Financial, Inc. Tampa FL 02/2026 Present
J.W. Cole Advisors, Inc. Tampa FL 02/2026 Present
  • 05/2019 → Present
    Vector Wealth Strategies, Llc
    Huntsville, AL
  • 06/2018 → 08/2018
    Vector Wealth Strategies, Llc
    Huntsville, AL
  • 08/2015 → 05/2019
    Freed-Hardeman University
    Henderson, TN
  • 07/2019 → 02/2026
    Waltham, MA
  • 02/2026 → Present
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 02/2026 → Present
    J.W. Cole Advisors, Inc.
    Tampa, FL
Previous Registrations
Other Businesses

(1) Vector Wealth Strategies, LLC; DBA; 11330 L & N Drive, Ste I, Huntsville , AL 35801; Investment Advisor; Senior Partner; Leadership within firm, business development, retail financial planning; Start 3/4/25; 120 hours/month, 120 hours/month during trading. (2) Rental Property; Personal Rental Property; Not investment related; 167 Kingsford St, Meridianville, AL 35756; Owner; Start 12/6/2023; 1 hour/month, 1 hour/month during trading. (3) Fixed insurance sales; Investment Related; as of 07/02/2019; 3330 L & N Drive, Ste I, Huntsville, AL 35801, Senior Advisor; Start 6/19/2019. 3 hours/month. 3 hours /month during trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-05
  • S66 Uniform Combined State Law Examination
    2019-08-05
Designations

View on SEC IAPD

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