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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2026-08-14 |
Branch Locations
123 Ohme Garden Rd Ste 1, Wanatchee, WA 98801 • United States
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 |
|---|---|---|---|---|
| Nylife Securities Llc | Tacoma | WA | 11/2016 | 07/2017 |
| New York Life Insurance Company | Tacoma | WA | 04/2016 | 07/2017 |
| J.W. Cole Advisors, Inc | Tampa | FL | 08/2026 | Present |
| Father Nature Landscapes | Tacoma | WA | 07/2017 | 04/2018 |
| Anderson Landscaping | Wenatchee | WA | 04/2018 | 07/2020 |
| Elysian Lawn And Landscape | Wenatchee | WA | 07/2020 | 07/2022 |
| Parmenter Homes | Chelan | WA | 07/2022 | 06/2026 |
Solomon Financial Group; Investment Related; 123 Ohme Garden Rd, Wanatchee, WA, 98801; DBA for marketing purposes; Associate Advisor; 06/2026; 160 hrs/mo;160 hrs/mo during trading hrs; Service existing clients, assist in new client intake planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-22 |
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