J. W. Cole Advisors, Inc.
J. W. Cole Advisors, Inc. (CRD# 112294) is a financial advisory firm headquartered in Tampa, FL. They manage $5,735,868,013 in 25,612 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management5,736MILLION
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Total Number of Accounts25,612ACCOUNTS
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Average Account Value$223,952
- 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
Zachary Cohen (CRD# 5942448) 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.
Dorothea Cole (CRD# 3208277) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Columbia City, IN and has over 20 years of experience in the finance industry.
Douglas Collier (CRD# 2119606) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 27 years of experience in the finance industry.
Heidi Collins (CRD# 5077250) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 18 years of experience in the finance industry.
Evan Conley (CRD# 5684249) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 10 years of experience in the finance industry.
Christopher Conner (CRD# 1412824) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 24 years of experience in the finance industry.
John Cornell (CRD# 2882443) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Gainesville, FL and has over 26 years of experience in the finance industry.
Elizabeth Courtney (CRD# 5414690) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 16 years of experience in the finance industry.
Heidi Cregor (CRD# 4186059) 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.
David Crist (CRD# 1902177) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Irvine, CA and has over 30 years of experience in the finance industry.