Robert Julian Wood

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/1999 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 10/2002 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 09/2003 → Present
  J.W. Cole Insurance Services
  Tampa, FL

Previous Registrations

• 2007-04-23 → 2009-05-15
  Jaffe Tilchin Investment Partners, Llc
  Tampa, FL

Other Businesses

(1) JWC PROPERTIES INVESTMENT PROPERTIES OWNER <5 HOURS PER WEEK NO COMPENSATION; (2) JW COLE INSURANCE SERVICES OWNER <10 HOURS PER WEEK NO COMPENSATION; (3) RIMFIRE TRUCKING, LLC., NON-INVESTMENT RELATED, TRUCKING/TRANSPORTATION BUSINESS, PRINCIPAL/OWNER, <5 HOURS PER WEEK; (4) SOUTHLAND FREIGHT BROKERAGE, FREIGHT BROKERAGE/TRANSPORTATION BUSINESS, PRINCIPAL/OWNER, <5 HOURS PER WEEK. (5) JWC Wealth Management; DBA; Investment Related; 4301 Anchor Plaza, Parkway, Tampa, FL 33634; Owner; Investment Services; Start 1/1/2024; Does not service clients directly and just oversees the backend of the operations/services provided; 4 hours/month during trading. (6) JWC Wealth Partners; Investment Related; 4301 Anchor Plaza, Parkway, Tampa, FL 33634; Investment Services; Owner; Newly established parent company of JWCF and JWCA & JWCI; Start 1/1/2024; 140 hours/month, 140 hours/month during trading. (7) Freedom 65; Tax & Accounting; Not investment related; 2973 West State Road 434, Ste 300, Longwood, FL 32779; General Partner in Tax & Accounting Practice. Do not actively work in the business; Start 11/8/2024; 5 hours/month during trading. (8) Excellent Owl LLC; Not investment related; 4301 Anchor Plaza Parkway, Ste 450, Tampa, FL 33634; Holding LLC; Owner; Start 12/27/24; 0 hours during trading. (9) Freedom 35 Office Venture LLC; Not investment Related; 2973 W SR 434 Ste 300, Longwood, FL 32779; Office Space LLC; Member; Start 1/7/25; 0 hours during trading. (10) Wood Family Holdings, LLC; Investment Related; 19939 Michigan Ave, Odessa, FL 33556; Holding LLC; Owner; Start 4/14/25; 0 hours during trading. (11) RJW Consolidated Holdings, LLC; Not investment related; 19939 Michigan Ave, Odessa, FL 33556; Holdings LLC; Member; Partnership entity that holds the ownership portion of Freedom 65; Start 9/25/24; 0 hours during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-10-25
• S63 Uniform Securities Agent State Law Examination
  1999-05-20

Other Names

• R J Wood