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 21 - 30 of 421 top financial advisors.
21
James R. Belyeu
CRD#: 4280994
4301 Anchor Plaza Parkway, Suite # 450, Tampa, FL 33634

James Belyeu (CRD# 4280994) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 23 years of experience in the finance industry.

22
Elizabeth M. Bennett
CRD#: 5589525
71 Old Mill Bottom Road N, Suite 201, Annapolis, MD 21409

Elizabeth Bennett (CRD# 5589525) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Annapolis, MD and has over 15 years of experience in the finance industry.

23
Kirk A. Bergin
CRD#: 2440930
San Antonio, TX

Kirk Bergin (CRD# 2440930) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in San Antonio, TX and has over 30 years of experience in the finance industry.

24
Troy A. Betthauser
CRD#: 4313458
4301 Anchor Plaza Parkway, Suite # 450, Tampa, FL 33634

Troy Betthauser (CRD# 4313458) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 23 years of experience in the finance industry.

25
Sue E. Bigley
CRD#: 3045363
593 W. Bagley Road, Berea, OH 44017

Sue Bigley (CRD# 3045363) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Berea, OH and has over 17 years of experience in the finance industry.

26
Richard W. Bird
CRD#: 2513217
1220 North Main St., Suite 9, Springville, UT 84663

Richard Bird (CRD# 2513217) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Springville, UT and has over 29 years of experience in the finance industry.

27
Julie A. Bishop
CRD#: 3254141
2975 Broadmoor Valley Rd., Ste 201, Colorado Springs, CO 80906

Julie Bishop (CRD# 3254141) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Colorado Springs, CO and has over 8 years of experience in the finance industry.

28
Anthony F. Blair
CRD#: 1257306
4301 Anchor Plaza Parkway, Suite # 450, Tampa, FL 33634

Anthony Blair (CRD# 1257306) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 39 years of experience in the finance industry.

29
Randall G. Boston
CRD#: 6318984
4301 Anchor Plaza Parkway, Suite # 450, Tampa, FL 33634

Randall Boston (CRD# 6318984) 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.

30
Michael A. Bradfield
CRD#: 5405827
994 Village Sqaure Drive, Bldg. 2 Unit C & D, Tomball, TX 77375

Michael Bradfield (CRD# 5405827) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tomball, TX and has over 16 years of experience in the finance industry.

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