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J. W. COLE ADVISORS, INC.
TAMPA, FL
(813) 935-6776
SEC #801-60722Total AUM
$8.2B
Employees
550Clients
31,247Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4301 ANCHOR PLAZA PARKWAY
SUITE 450
TAMPA
FL 33634
United States
SUITE 450
TAMPA
FL 33634
United States
Operating Hours
9:00 AM TO 6:00 PM
Monday - Friday
Monday - Friday
Phone
(813) 935-6776
Other Offices
278
Financials
Total AUM
$8.2B
Accounts
31,247Discretionary
$6.7B
Accounts
26,673Non-Discretionary
$1.5B
Accounts
4,574
Clients
Individual Clients
29,606AUM
$5.1B
HNW Individual Clients
1,261AUM
$2.7B
Pension/Profit Sharing Plan Clients
7AUM
$6.9M
Charitable Organization Clients
46AUM
$116.8M
Corporation or Business Clients
327AUM
$231.5M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
HOURLY & FIXED RATE CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.