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Aaron Gregory Hoff

J. W. Cole Advisors, Inc.

Tomball, TX

Tampa, FL

CRD 6851418

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Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars
  • HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
J. W. Cole Advisors, Inc.

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-01-05
  • TX RA
    APPROVED
    Since 2023-01-05

Branch Locations

994 Village Square Dr Building 2, Suite C & D, Tomball, TX 77375 • United States

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
T. Jackson & Company Houston TX 06/2017 12/2022
R.E.B. Construction Houston TX 12/2014 06/2017
J.W. Cole Financial, Inc. Tampa FL 08/2017 Present
J.W. Cole Advisors, Inc. Tampa FL 01/2023 Present
  • 06/2017 → 12/2022
    T. Jackson & Company
    Houston, TX
  • 12/2014 → 06/2017
    R.E.B. Construction
    Houston, TX
  • 08/2017 → Present
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 01/2023 → Present
    J.W. Cole Advisors, Inc.
    Tampa, FL
Other Businesses

(1) Core Integrated Wealth Management; DBA; 994 Village Square Dr, Building 2 Suite C & D, Tomball TX 77375;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-11-03
  • S63 Uniform Securities Agent State Law Examination
    2017-11-03
Designations
  • Certified Financial Planner

View on SEC IAPD

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