Craig Nelson Towle

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

• 08/1999 → Present
  Synergy Capital Inc
  Coral Springs, FL
• 12/2016 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 1999-11-12 → 2017-01-03
  Synergy Capital, Inc.
  Coral Springs, FL
  Crystal Beach, FL
  Tampa, FL

Other Businesses

(1) JWC Wealth Management; DBA; Investment Related; 4301 Anchor Plaza Parkway, Tampa, FL 33634; Investment Services; Owner; Start 1/1/24; 5 hours/month during trading. (2) Freedom65; Not investment related; 1745 Sanctuary Place, PO Box 1145 Crystal Beach, FL 34681; Investment in Tax & Wealth Practice; 25% owner; Start 12/1/24; 4 hours/monthly during trading. (3) The Property Group of Central Florida; Not investment related; 2753 State Road 580, Ste 202; Clearwater, FL 33761; P/T; Board Member of my HOA; Start 4/16/25; 0 hours during trading. (4) JWC Wealth Partners; Investment Related; Investment Services; 4301 Anchor Plaza Parkway, Tampa, FL 33634; Owner; Start 1/1/24; 140 hours/month during trading. (5) The Excellent Owl LLC; Not investment related; 2973 W SR 434, Suite 300, Longwood, FL 32779; Real Estate Holding; Member; Start 4/16/25; 0 hours during trading. (6) Freedom 35 Office Venture LLC; Not investment related; 2973 W SR 434, Ste 300, Longwood, FL 32779; Office space LLC; Member; Start 1/7/25; 0 hours during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-29
• S63 Uniform Securities Agent State Law Examination
  1992-05-13