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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-22 |
| FL | RA | APPROVED | 2016-06-29 |
Branch Locations
250 N A1A Ste. 100, Ponte Vedra, FL 32082 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Cole Financial, Inc. | Tampa | FL | 04/2016 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2016 | Present |
1) A. BROWER FAMILY TRUST B. INVESTMENT RELATED C. 250 HWY A1A SUITE # 100, PONTE VEDRA, FL D. TRUST HOLDING ASSETS FOR TEXAS FAMILY E. TRUSTEE F. 10/01/2013 G. 4 HRS/MO H. 1 HR/MO DURING TRADING HRS I. MANAGE CASH DISTRIBUTIONS, HOUSE EXPENSES, AND TAXES J. OFFICER/DIRECTOR K. CLIENTS INVOLVED 2) A. TRIPP BROWER TRUST B. INVESTMENT RELATED C. 250 HWY A1A SUITE # 100, PONTE VEDRA, FL D. TRUST E. TRUSTEE F. 10/01/2013 G. 1 HR/MO H. 1/2 HR/MO DURING TRADING HRS I. MANAGE DISTRIBUTIONS J. OFFICER/DIRECTOR K. CLIENTS INVOLVED 3) A. DBA: BROWER FINANCIAL GROUP B. INVESTMENT RELATED C. 250 HWY A1A SUITE # 100, PONTE VEDRA, FL D. FINANCIAL PLANNING AND BROWER TRUST MANAGEMENT E. OWNER/PRESIDENT F. 01/01/2010 G. 240 HRS/MO H. 140 HRS/MO DURING TRADING HRS I. CLIENT MANAGEMENT AND ACQUISITION J. OFFICER/DIRECTOR K. CLIENTS INVOLVED L. COMPENSATION $300K 4) A. BROWER FINANCIAL GROUP B. NON-INVESTMENT RELATED C. 250 HWY A1A SUITE # 100, PONTE VEDRA, FL D. NON-VARIABLE INSURANCE E. OWNER/PRESIDENT F. 01/01/2010 G. 6 HRS/MO H. 1 HR/MO DURING TRADING HRS I. CLIENT EVALUATION OF INSURANCE NEEDS J. OFFICER/DIRECTOR K. CLIENTS INVOLVED L. COMPENSATION $50K 5) A. FRANK BROWER JR TRUST FBO LANDON S BROWER B. INVESTMENT RELATED C. 250 HWY A1A N SUITE 100, PONTE VEDRA BEACH, FL E. TRUSTEE F. 06/01/2016 G. 1 HR/MO H. 0.5 DURING TRADING HRS I. COMMUNICATE WITH MY NEPHEW'S MOTHER J. NON-OFFICER/DIRECTOR K. CLIENTS INVOLVED L. NO COMPENSATION ANTICIPATED 6) A. FRANK BROWER JR TRUST FBO MASON G. BROWER B. INVESTMENT RELATED C. 250 HWY A1A N SUITE 100, PONTE VEDRA BEACH, FL E. TRUSTEE F. 06/01/2016 G. 1 HR/MO H. 0.5 DURING TRADING HRS I. COMMUNICATE WITH MY NEPHEW'S MOTHER J. NON-OFFICER/DIRECTOR K. CLIENTS INVOLVED L. NO COMPENSATION ANTICIPATED 7) A. OFFICE SUBLEASE B. NON-INVESTMENT RELATED C. ADDRESS: SAME AS BRANCH OFFICE D. SUBLETTING OFFICE SPACE E. SUB-LANDLORD F. START DATE: 4/7/2020 G. 1 HOUR PER MONTH, NONE DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-11 |
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