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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 |
| VA | RA | APPROVED | 2024-08-05 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
17739 Main St Suite 350, Dumfries, VA 22026 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc | Fort Worth | TX | 03/2004 | 03/2019 |
| First Command Financial Services, Inc. | Fort Worth | TX | 03/2004 | 03/2019 |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | 03/2019 |
| Lincoln Financial Securities Corporation | Dumfries | VA | 04/2019 | 07/2024 |
| J.W. Cole Financial, Inc. | Tampa | FL | 08/2024 | Present |
| J.W. Cole Advisors, Inc | Tampa | FL | 08/2024 | Present |
(1) Zircon Financial Services; DBA; Not Investment Advisor; 17739 Main Street, Ste 350, Dumfries, VA 20026; Owner; Security Advisory income; Start 3/2019; 120 hours/month, 120 hours/month during trading. (2) Tutoring Math; Not investment related; 17739 Main Street, Ste 350, Dumfries, VA 22025; Tutor; Start 3/2019; 2 hours/month, 2 hours/month during trading. (3) Insurance; Not investment related 17739 Main Street, Ste 350, Dumfries, VA 22026; Agent; Sales: A&D, Health, Disability, Life, HSA, Fixed Annuities; Start 3/2019; 20 hours/month, 2 hours/month during trading. (4) Notary Public; Not investment related; 17739 Main Street, Ste 350, Dumfries, VA 22026; Notary; Start 3/2019; < 1 hour/month, < 1 hour/month during trading. (5) Photo Booth; Not investment Related; 15910 Moncure Drive, Moncure, VA 22025; Set up person; Start 6/2023; < 1 hour/month, <1 hour/month during trading. (6) Powell Enterprise; Not investment related; 17739 Main Street, Ste 350 Dumfries, VA 22026; Employee Payroll; President and Owner; Oversee the books of Zircon Financial Services, Hold lease agreement for the current office location and equipment, Also Photobooth picture taking; Start 1/1/2000; 5 hour/month during trading. (7) Jo Paul Industries, LLC; Not investment related; 15910 Moncure Drive, Montclair, VA 22025; President and Owner; I must step in when my husband/partner, Paul Powell, is unavailable, I am partner on weekends; Start 12/6/2024; 3 hours/month during trading. (8) Jo Paul Industries VA, LLC; Buy inhabitable property, renovate it, then rent it; 804 Mayland Dr, Ste A, Richmond, VA 23294; Not investment related; Start Date: 10/20/2025; 10 hours/month during trading (9) Jo Paul Industries TL, LLC?; Purchase Tax Liens, hold to maturity then redeem them; ??1209 Mountain Road PL NE, Ste N, Albuquerque, NM 8710; Not investment related; Managing Member; Start Date: 9/1/2025; 1 hour/month during trading (10) Jo Paul Industries GA, LLC; Purchase inhabitable properties, renovate them then put the property up for rent; 8735 Dunwoody Place, Ste N, Atlanta GA, 30350; Not investment related; Managing Member; Start Date: 11/15/2025; 2 hours/month during trading (11) Jo Paul Industries Virginia, LLC;?? Fix and Flip real estate business; 804 Mayland Dr, Ste A, Richmond, VA 23294; Not investment related; Managing Member; Start Date: 10/20/2025;10 hours/month during trading (12) Jo Paul Industry Georgia Properties, LLC; Find inhabitable properties, renovate them, then sell them; 8735 Dunwoody Place, Ste N, Atlanta GA, 30350; Not investment related; Managing Member; Start Date: 11/1/2025; 10 hours/month during trading (13) Jo Paul Industries TD, LLC; Purchase Tax Deeds, hold to maturity, then redeem them; 1209 Mountain Road PL NE, Ste N, Albuquerque, NM 8710; Not investment related; Managing Partner; Start Date: 9/1/2025; 2 hours/month during trading (14) Baybreeze at Buckroe LLC; Investment related; 2108 Andrews Blvd, Hampton, VA 23663; Short Term Rental Property; Manager; Managing Member; 5/2026; 0 hrs/mo during trading hrs; Baybreeze at Buckroe LLC is a limited liability company that owns a residential property in Hampton, Virginia that operates as a permitted short-term rental property. I serve as a Managing Member of the LLC along with my husband, Paul A. Powell. The property was acquired as a turnkey investment to diversify our retirement assets and generate supplemental retirement income. Day-to-day property oversight and guest-related activities are shared between the members and supported by third-party service providers as needed. My involvement is limited to ownership oversight, periodic financial review, and major business decisions. The activity is passive in nature and requires minimal time commitment.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-29 |
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