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Jocinta Nina White Powell

J. W. Cole Advisors, Inc.

Tampa, FL

Dumfries, VA

CRD 1609544

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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 2025-10-21
VA RA APPROVED 2024-08-05
  • TX RA
    APPROVED
    Since 2025-10-21
  • VA RA
    APPROVED
    Since 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

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
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
  • 03/2004 → 03/2019
    First Command Financial Planning, Inc
    Fort Worth, TX
  • 03/2004 → 03/2019
    First Command Financial Services, Inc.
    Fort Worth, TX
  • 12/2015 → 03/2019
    Fort Worth, TX
  • 04/2019 → 07/2024
    Lincoln Financial Securities Corporation
    Dumfries, VA
  • 08/2024 → Present
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 08/2024 → Present
    J.W. Cole Advisors, Inc
    Tampa, FL
Previous Registrations
  • 2019-04-01 → 2024-08-07
    Osaic Fs, Inc.
    Montclair, VA
    Virginia Beach, VA
    Dumfries, VA
  • 2015-12-15 → 2019-03-20
    Fort Worth, TX
    Lorton, VA
    Fort Worth, TX
  • 2006-08-01 → 2015-12-15
    First Command Brokerage Services, Inc.
    Woodbridge, VA
    Tomah, WI
    Tomah, WI
    Arlington, VA
    Lorton, VA
    Arlington, VA
Other Businesses

(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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-02-09
S63 Uniform Securities Agent State Law Examination 1996-05-29
  • S66 Uniform Combined State Law Examination
    2006-02-09
  • S63 Uniform Securities Agent State Law Examination
    1996-05-29
Designations
  • Chartered Financial Consultant
Other Names
  • Jocinta Nina White
  • Jocinta Nina White Powell
  • Jocinta Nina White
  • Jo Powell

View on SEC IAPD

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