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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-18 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
994 Village Square Drive Bldg. 2 Unit C & D, Tombal, TX 77375 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Cole Financial, Inc. | Tampa | FL | 05/2019 | Present |
| Klein Integrated Wealth | Tomball | TX | 12/2020 | 12/2020 |
| Klein Integrated Wealth | Tomball | TX | 06/2021 | 08/2021 |
| Trine University | Angola | IN | 08/2023 | 05/2024 |
| Klein Integrated Wealth | Tomball | TX | 06/2022 | 08/2022 |
| Core Integrated Wealth | Tomball | TX | 05/2024 | 01/2025 |
| Unemployed | Machinaw | IL | 01/2015 | 05/2019 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 08/2025 | Present |
(1) CORE Integrated Wealth; DBA; Not investment related; 994 Village Square Drive, Bldg. 2, Suite C, Tomball, TX 77375; Administrative; Start 5/2024; 40 hours/week, 40 hours/week during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-14 |
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