Best Investors Account Sign in
Claim This Profile
Current Employers
J. W. Cole Advisors, Inc.

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2015-01-07
  • FL RA
    APPROVED
    Since 2015-01-07

Branch Locations

1055 East Ocean Blvd., Stuart, FL 34996 • United States

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
J.W. Cole Financial, Inc. Tampa FL 11/2014 Present
J.W. Cole Advisors, Inc. Tampa FL 11/2014 Present
  • 11/2014 → Present
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 11/2014 → Present
    J.W. Cole Advisors, Inc.
    Tampa, FL
Previous Registrations
  • 2007-10-09 → 2014-10-31
    Port St Lucie, FL
    St Louis, MO
    Jensen Beach, FL
    Port St Lucie, FL
  • 2005-11-03 → 2007-09-26
    A. G. Edwards & Sons, Inc.
    Stuart, FL
    Stuart, FL
Other Businesses

(1) FIXED INSURANCE,LONG TERM CARE INSURANCE,FIXED AND INDEXED ANNUITIES,LIFE INSURANCE. (2) CRAIG JEFFRIES WEALTH MANAGEMENT GROUP, LLC ; 1055 EAST CEAN BLVD, STUART FL, 34994; MANAGING PARTNER ; Start 10/2014; INVESTMENT RELATED; FINANCIAL & INVESTMENT SERVICES; 200 HRS/MONTH, 160 HRS/MONTH DURING TRADING HOURS ; COMPANY OFFICER/DIRECTOR POSITION (3) BULL AND BEAR PROPERTIES, LLC; NON-INVESTMENT RELATED; 1055 SE OCEAN BLVD., STUART, FL 34996; OWNS OFFICE BUILDING AND ESTABLISHED FOR BUSINESS AND TAX PURPOSES; MANAGER; START DATE: 4/26/2021; 4 HOURS PER MONTH, 0 DURING TRADING; UPKEEP OF BUILDING, PAY TAXES (4)  United Way of St. Lucie and Okeechobee Counties; Fund raising not for profit that gives money to needy people and organizations in the community;  4800 S US Highway 1 Fort Pierce, FL 34982; Not investment related; Position:  Board Member; Start Date:  6/1/2023; 0 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-11-01
  • S66 Uniform Combined State Law Examination
    2005-11-01

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Stuart, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor