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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 | 2020-06-18 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
5850 Coral Ridge Unit 303, Coral Springs, FL 33076 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 10/2018 | 02/2020 |
| Alejandro Jose Vazquez Iii, P.A. | Weston | FL | 07/2013 | 10/2018 |
| A.J. Vazquez Iii, Esq, Inc. | Davie | FL | 10/2008 | 09/2016 |
| Bank Of America, N.A. | Boca Raton | FL | 12/2018 | 02/2020 |
| Jw Cole Financial | Tampa | FL | 04/2020 | Present |
| Jw Cole Advisors, Inc. | Tampa | FL | 04/2020 | Present |
(1) Vazquez Family Investments; not investment related; income property operations; start date 12/1/2014; Owner; Weston, FL 33331; 2 hours per month, 0 during trading. (2) Alejandro Vazquez Motorsports Corp.; not investment related; holding company for personal auto & motorcycle collection; start date 8/1/2011; Owner; Weston, FL 33331; president; less than 1 hour per month, 0 during trading. (3) Myriad Capital - DBA (4) Professional Consulting Corporation; Non-Investment Related; Start date 8/11/2021; President; 1898 SW 105th Avenue, Davie, FL 33324; 0 hours per month during trading hours. (5) Solid Realty Co.; Non-Investment Related; Sales Agent - Start date 08/27/2002; 1950-2 N. Commerce Parkway, Weston, FL 33326; O hours per month, 0 hours during trading hours. (6) AJVFinancial.com; Personal Website for Financial Services; Investment Related; 5850 Coral Ridge Dr, Parkland, FL 33076; Fiduciary Investment Advisor; Website domain name owner; Start 6/1/2023; 0 hr/mo. (7) AJV Legacy Planning; Not investment related; Legal Services for Estate Planning; 1888 Southwest 105th Avenue, Davie, FL 33324; Owner; Owner and Attorney; Start 11/15/2023; 0 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-02 |
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