Alexander Mittag

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
• 08/2021 → 08/2025
  White Glove
  Troy, MI
• 09/2020 → 05/2021
  Lenawee Now
  Adrian, MI
• 04/2019 → 06/2019
  Adrian Public Schools
  Adrian, MI
• 05/2020 → 08/2020
  United Shore Professional Baseball League
  Utica, MI
• 06/2019 → 08/2019
  United Shore Professional Baseball League
  Utica, MI
• 06/2017 → 08/2017
  United Shore Professional Baseball League
  Utica, MI
• 05/2018 → 08/2018
  United Shore Professional Baseball League
  Utica, MI
• 08/2017 → 04/2021
  Siena Heights University
  Adrian, MI
• 08/2014 → 06/2017
  Utica Community Schools
  Utica, MI
• 02/2026 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Other Businesses

(1) SPI Financial Group; DBA; 11248 Runyan Lane, Shelby Township MI 48317; Not investment related; Insurance Services; Insurance Agent; Start 10/20/25; 130 hours/month during trading.

Exams

• S66 Uniform Combined State Law Examination
  2026-02-10

Other Names

• Alex Mittag