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
Mandie Dodgson (CRD# 6242395) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 9 years of experience in the finance industry.
Nicholas Dostal (CRD# 5199001) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Schuyler, NE and has over 15 years of experience in the finance industry.
Charles Douglas (CRD# 6318068) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 9 years of experience in the finance industry.
William Drexler (CRD# 6313968) 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.
Stephen Drizos (CRD# 5773670) is an Investment Advisor Representative working at JW-Cole Financial doing business as Liberty Wealth Strategies in Pittsburgh, PA and has over 10 years of experience in the finance industry.
Richard Dunsford (CRD# 4568607) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 17 years of experience in the finance industry.
Donna Dupre (CRD# 5514287) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Parsippany, NJ and has over 7 years of experience in the finance industry.
Kimberle Dyer (CRD# 4876039) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 19 years of experience in the finance industry.
Thomas Eacott (CRD# 2109138) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Victoria, IL and has over 33 years of experience in the finance industry.
Charles Ehrenfried (CRD# 5262673) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Cincinnati, OH and has over 13 years of experience in the finance industry.