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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-21 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pensacola | FL | 06/2019 | 08/2025 |
| Garrett's Chophouse | Maggie Valley | NC | 08/2016 | 10/2016 |
| Hazelwood Soap Company | Waynesville | NC | 03/2017 | 06/2017 |
| Student: Western Carolina University | Cullowhee | NC | 08/2015 | 05/2019 |
| Sweet Onion | Waynesville | NC | 02/2018 | 08/2018 |
| Maggie's Galley | Waynesville | NC | 11/2018 | 06/2019 |
| Bank Of America, N.A. | Pensacola | FL | 09/2023 | 07/2025 |
| Ameriprise Financial Services, Llc | Pensacola | FL | 03/2026 | 04/2026 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 06/2026 | Present |
| J.W. Cole Financial, Inc. | Tampa | FL | 06/2026 | Present |
| Npc Financial | Miramar Beach | FL | 12/2025 | 03/2026 |
| Unemployed | Pensacola | FL | 07/2025 | 12/2025 |
Huiskamp Collins Investments, LLC; Investment Related; 4500 E 56th St, Ste A, Davenport, IA 52807; DBA Finance; Client Associate/Investments; 6/2026; 600 hrs/mo during trading hrs; Client onboarding and maintenance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-04 |
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