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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-26 |
Branch Locations
219 West Colorado Avenue Ste 306, Colorado Springs, CO 80903 • United States
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 |
|---|---|---|---|---|
| J.W. Cole Advisors, Inc. | Tampa | FL | 01/2026 | Present |
| Morejstu Llc | Colorado Springs | CO | 02/2021 | 12/2025 |
| Geoquest Llc | Colorado Springs | CO | 05/2018 | 01/2021 |
| Self Employed/Wool Carters Llc | Colorado Springs | CO | 01/2015 | 05/2018 |
(1) Integrated Financial Wellness, Inc.; DBA; Investment Related; 219-W. Colorado Ave, Ste 306; Colorado Springs, CO 80903l; Financial Planning/Investment Advising; IAR; Start 1/2026; 160 hours/month, 160 hours/month during trading. (2) Wood Art Mosaics; Hobby; Not investment Related; 6737 Gelbvieh Rd, Peyton, CO 80831; Owner/Operator; Composing, create, assembling and selling art pieces; Start 9/15/2025; 10 hours/month, 0 during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-02 |
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