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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 | 2026-08-06 |
Branch Locations
4301 Anchor Plaza Parkway 4Th Floor, Tampa, FL 33634 • 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 |
|---|---|---|---|---|
| J.W. Cole Financial, Inc. | Tampa | FL | 01/2025 | Present |
| Gnc Llc | Lutz | FL | 03/2022 | 12/2024 |
| La Fitness | Lutz | FL | 05/2023 | 05/2024 |
| Coast2Coast Property Management Llc | Tampa | FL | 11/2023 | 11/2024 |
| Northwestern Mutual | Tampa | FL | 05/2024 | 10/2024 |
| Publix Supermarkets | Lutz | FL | 05/2021 | 11/2022 |
| Chick-Fil-A | Carrollwood | FL | 05/2018 | 12/2021 |
| University Of South Florida Muma College Of Business | Tampa | FL | 08/2021 | 05/2025 |
| Unemployed | Tampa | FL | 01/2015 | 05/2018 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 07/2026 | Present |
| Pendyck Innovations Llc | St. Petersburg | FL | 08/2026 | Present |
(1) JWC Wealth Management; DBA; 4301 Anchor Plaza Parkway, 4th Floor, Tampa, FL 33634; Financial Planning; Client Service Coordinator; Start 1/14/25; 160 hours/month, 160 hours/month during trading. (2) Licensed Life, Health, and Variable Annuities Insurance Agent; Selling fixed insurance products; 4301 Anchor Plaza Parkway #450, Tampa, FL 33634; Not investment related; Insurance Agent; Start Date: 6/1/2024; 3 hours/month during trading (3) Pendyck Innovations LLC; Not investment related; St. Petersburg, FL; Healthcare PPE supply for ER/ ICU; Managing Member; 08/2026; 0 hrs/mo during trading hrs; providing guidance on business and financial decisions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-07 |
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