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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-21 |
| FL | RA | APPROVED | 2025-03-03 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Palm Coast, FL • United States
Heidelberg • Germany
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Ny | NY | 11/2007 | 12/2017 |
| New York Life Insurance Company | Irvine | CA | 10/2007 | 12/2017 |
| Intervest International Equities Corp | Colorado Springs | CO | 05/2009 | 12/2017 |
| The Investment Center Inc | Palm Coast | FL | 12/2017 | 02/2025 |
| Ic Advisory Services Inc | Palm Coast | FL | 12/2017 | 02/2025 |
| J.W. Cole Financial, Inc. | Tampa | FL | 02/2025 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 02/2025 | Present |
(1) Fixed Insurance Sales; Not investment related; 10 Augusta Trail, Palm Coast FL 32137; LIFE INSURANCE SALES; Start 2/1/25. (2) POA and Executor James Bagdonas
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 1986-09-19 |
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