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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 |
| MA | RA | APPROVED | 2013-05-10 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
6 Main Street, Westfield, MA 01085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Advisers Of America, Llc | Carlsbad | CA | 11/2009 | Present |
| J.W. Cole Financial, Inc. | Westfield | MA | 05/2013 | Present |
| J. W. Cole Advisors, Inc. | Tampa | FL | 05/2013 | Present |
1. FIXED INSURANCE 2. POA for sister Cynthia Zarichak 3. Michael J Fioroni; Not Investment Related; 6 Main Street, Westfield, MA 01085; Notary Public; Notary; Start 6/1/2017; 1 hour/month during trading. (4) JWC Wealth Management; Investment Related; 6 Main St, Westfield, MA 01085; Financial Services; Independent Contractor; 5/2026; 40 hrs/mo during trading hrs; DBA Name Financial Services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1983-08-15 |
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