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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-05 |
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 |
|---|---|---|---|---|
| Bb&T Securities, Llc | Richmond | VA | 07/2018 | 04/2019 |
| Pricewaterhousecoopers | Mclean | VA | 09/2017 | 06/2018 |
| N/A | Washington | DC | 06/2017 | 08/2017 |
| Virginia Tech | Blacksburg | VA | 08/2016 | 05/2017 |
| Jefferies Llc | Richmond | VA | 04/2019 | 06/2020 |
| J.W. Cole Financial, Inc. | Tampa | FL | 04/2026 | Present |
| Kps Capital Partners, Lp | New York | NY | 08/2020 | 01/2022 |
| Platinum Equity Advisors, Llc | Beverly Hills | CA | 02/2022 | 02/2026 |
| N/A | Marina Del Rey | CA | 03/2026 | 03/2026 |
| N/A | Richmond | VA | 07/2020 | 07/2020 |
(1) ArcVista Advisory, LLC; Financial Advisory Operating Company; 14000 Marquesas Way, Apt 1504, Marina Del Rey, CA 90292; Investment related; Owner; LLC for my operations as a financial advisor; Start 3/23/26; 160 hours/month, 160 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-28 |
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