J. W. Cole Advisors, Inc.
J. W. Cole Advisors, Inc. (CRD# 112294) is a financial advisory firm headquartered in Tampa, FL. They manage $5,456,689,881 in 21,164 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management5,457MILLION
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Total Number of Accounts21,164ACCOUNTS
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Average Account Value$257,829
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
- Other
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
Nicholas Accordino (CRD# 1340988) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in State College, PA and has over 37 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.
Cody Albrecht (CRD# 6021018) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 5 years of experience in the finance industry.
John Albrecht (CRD# 3222902) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Dublin, OH and has over 23 years of experience in the finance industry.
James Allston (CRD# 4754542) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Clearwater, FL and has over 18 years of experience in the finance industry.
James Amick (CRD# 2459697) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Charleston, SC and has over 28 years of experience in the finance industry.
Paul Avila (CRD# 1816504) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in San Juan Capistrano, CA and has over 33 years of experience in the finance industry.
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.
Leslie Baker (CRD# 4073080) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Cleveland, GA and has over 22 years of experience in the finance industry.
Pablo Balart (CRD# 4687820) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Palm Harbor, FL and has over 18 years of experience in the finance industry.
Christopher Barberini (CRD# 5969705) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Rolling Meadows, IL and has over 10 years of experience in the finance industry.