J. W. Cole Advisors, Inc.

J. W. Cole Advisors, Inc. (CRD# 112294) is a financial advisory firm headquartered in Tampa, FL. They manage $4,593,894,616 in 19,087 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,594
    MILLION
  • Total Number of Accounts
    19,087
    ACCOUNTS
  • Average Account Value
    $240,682
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at J. W. Cole Advisors, Inc.
Showing 1 - 10 of 438 top financial advisors.
1
Nicholas S. Accordino
CRD#: 1340988
1524 State College Ave., State College, PA 16801

Nicholas Accordino (CRD# 1340988) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in State College, PA and has over 36 years of experience in the finance industry. Nicholas Accordino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Cody A. Albrecht
CRD#: 6021018
4301 Anchor Plaza Parkway, Suite # 450, Tampa, FL 33634

Cody Albrecht (CRD# 6021018) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 4 years of experience in the finance industry.

3
John M. Albrecht
CRD#: 3222902
655 Metro Place South, Suite 600, Dublin, OH 43017

John Albrecht (CRD# 3222902) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Dublin, OH and has over 22 years of experience in the finance industry.

4
James F. Allston
CRD#: 4754542
3001 Countryside Boulevard, Clearwater, FL 33761

James Allston (CRD# 4754542) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Clearwater, FL and has over 17 years of experience in the finance industry.

5
James H. Amick
CRD#: 2459697
44 Markfield Drive, Suite G, Charleston, SC 29407

James Amick (CRD# 2459697) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Charleston, SC and has over 27 years of experience in the finance industry.

6
Paul M. Avila
CRD#: 1816504
31051 Via Limon, San Juan Capistrano, CA 92675

Paul Avila (CRD# 1816504) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in San Juan Capistrano, CA and has over 32 years of experience in the finance industry.

7
Trisha A. Bailey
CRD#: 4841515
4301 Anchor Plaza Parkway, Suite # 450, Tampa, FL 33634

Trisha Bailey (CRD# 4841515) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 15 years of experience in the finance industry.

8
Leslie R. Baker
CRD#: 4073080
657 W. Kytle St, Cleveland, GA 30528

Leslie Baker (CRD# 4073080) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Cleveland, GA and has over 21 years of experience in the finance industry.

9
Pablo I. Balart
CRD#: 4687820
2134 Alt 19 N., Suite B, Palm Harbor, FL 34683

Pablo Balart (CRD# 4687820) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Palm Harbor, FL and has over 17 years of experience in the finance industry.

10
Christopher A. Barberini
CRD#: 5969705
1811 Hicks Road, Suite A, Rolling Meadows, IL 60008

Christopher Barberini (CRD# 5969705) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Rolling Meadows, IL and has over 9 years of experience in the finance industry.

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