J. W. Cole Advisors, Inc.

J. W. Cole Advisors, Inc. (CRD# 112294) is a financial advisory firm headquartered in Tampa, FL. They manage $4,854,030,147 in 24,060 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,854
    MILLION
  • Total Number of Accounts
    24,060
    ACCOUNTS
  • Average Account Value
    $201,747
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
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 11 - 20 of 421 top financial advisors.
11
Robert Barley
CRD#: 1352297
4301 Anchor Plaza Parkway, Suite # 450, Tampa, FL 33634

Robert Barley (CRD# 1352297) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 38 years of experience in the finance industry.

12
James A. Bauer
CRD#: 4034456
Lake Placid, FL

James Bauer (CRD# 4034456) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Lake Placid, FL and has over 18 years of experience in the finance industry.

13
Richard A. Bavetz
CRD#: 6490328
4301 Anchor Plaza Parkway, Suite # 450, Tampa, FL 33634

Richard Bavetz (CRD# 6490328) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 8 years of experience in the finance industry.

14
Eric A. Beadle
CRD#: 1779551
2180 Immokalee Road, Suite 209, Naples, FL 34110

Eric Beadle (CRD# 1779551) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Naples, FL and has over 29 years of experience in the finance industry.

15
Vicki L. Beam
CRD#: 4367996
4301 Anchor Plaza Parkway, Suite # 450, Tampa, FL 33634

Vicki Beam (CRD# 4367996) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 22 years of experience in the finance industry.

16
Nancy L. Beck
CRD#: 1399902
5825 N. Post Road, Indianapolis, IN 46216

Nancy Beck (CRD# 1399902) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Indianapolis, IN and has over 38 years of experience in the finance industry.

17
Christian G. Beiter
CRD#: 4583834
912 Lithia Pinecrest Road, Brandon, FL 33511

Christian Beiter (CRD# 4583834) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Brandon, FL and has over 21 years of experience in the finance industry.

18
Scott P. Belanger
CRD#: 4516348
4301 Anchor Plaza Parkway, Suite # 450, Tampa, FL 33634

Scott Belanger (CRD# 4516348) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 21 years of experience in the finance industry.

19
Ryan T. Belcher
CRD#: 5480934
674 S. College Ave., Bloomington, IN 47403

Ryan Belcher (CRD# 5480934) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Bloomington, IN and has over 16 years of experience in the finance industry.

20
Elizabeth A. Belisle
CRD#: 2571367
2855 E. Brown Rd, Ste 3, Mesa, AZ 85213

Elizabeth Belisle (CRD# 2571367) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Mesa, AZ and has over 29 years of experience in the finance industry.

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