Nicholas Bodmer

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

• 05/2026 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 05/2026 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 01/2025 → 12/2025
  Sword Health
  Tucson, AZ
• 01/2016 → 01/2025
  Paycor
  Tucson, AZ
• 01/2026 → 04/2026
  Umemployed
  Oro Valley, AZ

Other Businesses

(1) Foster Wealth Management; DBA; Wealth Management; 310 S. Williams Blvd, Ste 180, Tucson, AZ 85711; Investment Related; Registered Assistant; Support the advisors during client meetings; Start 5/18/2026; 160 hours/month, 160 hours/month during trading. (2) Wild West Title; Online souvenir gift shop; 11084 N Hydrus Ave; Tucson, AZ 85742; Not investment Related; Owner; Send out PDF certificates upon sales; Start 5/1/25; 3 hours/month, 0 during trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-08-20
• S65 Uniform Investment Adviser Law Examination
  2026-03-28

Other Names

• Nicholas Paul Bodmer