William Thomas Ellis

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2025 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 11/2024 → Present
  Integrity Financial Services Group
  Inverness, FL
• 06/2024 → 11/2024
  The Cardiac And Vascular Institute
  Gainesville, FL
• 05/2023 → 06/2024
  Hca Florida North Florida Hospital Cvicu
  Gainesville, FL
• 06/2022 → 05/2023
  Uf Health Shands Trauma Icu
  Gainesville, FL
• 08/2018 → 05/2022
  Santa Fe College
  Gainesville, FL
• 03/2018 → 07/2018
  Mcdonalds
  Lecanto, FL
• 08/2014 → 05/2018
  Seven Rivers Christian High School
  Lecanto, FL
• 01/2026 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 08/2026 → Present
  Integrity Insurance Advisors Of Newberry, Llc
  Newberry, FL

Other Businesses

(1) Integrity Financial Services Group, Inc; DBA; 4411 E. Arlington St, Inverness FL 34453; Not investment related; Assistant; Assisting in any areas including filing, research, letter drafting and accounting; Start 11/2024; 120 hours/month, 120 hours/month during trading. (2)Integrity Insurance Advisors of Newberry, LLC; Investment Related; 25125 W Newberry Rd, Newberry, FL 32669; Insurance; Agent; Employee; 8/2026; 5 hrs/mo during trading hrs; Policy sales and service.

Exams

• S66 Uniform Combined State Law Examination
  2025-12-19

Other Names

• William Ellis
• William T Ellis