J. W. Cole Advisors, Inc.

J. W. Cole Advisors, Inc. (CRD# 112294) is a financial advisory firm headquartered in Tampa, FL. They manage $2,095,954,582 in 10,975 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,096
    MILLION
  • Total Number of Accounts
    10,975
    ACCOUNTS
  • Average Account Value
    $190,975
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)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 1 - 10 of 380 top financial advisors.
1
Nicholas S. Accordino
CRD#: 1340988
State College, PA 16801

Nicholas Accordino (CRD# 1340988) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in State College, PA and has over 34 years of experience in the finance industry. Nicholas Accordino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Cody A. Albrecht
CRD#: 6021018
Red Hook, NY 12571

Cody Albrecht (CRD# 6021018) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Red Hook, NY and has over 3 years of experience in the finance industry.

3
John M. Albrecht
CRD#: 3222902
Dublin, OH 43017

John Albrecht (CRD# 3222902) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Dublin, OH and has over 20 years of experience in the finance industry.

4
James F. Allston
CRD#: 4754542
Clearwater, FL 33761

James Allston (CRD# 4754542) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Clearwater, FL and has over 15 years of experience in the finance industry.

5
James H. Amick
CRD#: 2459697
Charleston, SC 29407

James Amick (CRD# 2459697) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Charleston, SC and has over 25 years of experience in the finance industry.

6
Mark S. Arola
CRD#: 6600487
Pleasanton, CA 94566

Mark Arola (CRD# 6600487) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Pleasanton, CA and has over 4 years of experience in the finance industry.

7
Raymond J. Ashe
CRD#: 2024103
Tampa, FL 33634

Raymond Ashe (CRD# 2024103) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 29 years of experience in the finance industry.

8
Paul M. Avila
CRD#: 1816504
San Juan Capistrano, CA 92675

Paul Avila (CRD# 1816504) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in San Juan Capistrano, CA and has over 30 years of experience in the finance industry.

9
Leslie R. Baker
CRD#: 4073080
Ocala, FL 34476

Leslie Baker (CRD# 4073080) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Ocala, FL and has over 19 years of experience in the finance industry.

10
Pablo I. Balart
CRD#: 4687820
Palm Harbor, FL 34683

Pablo Balart (CRD# 4687820) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Palm Harbor, FL and has over 16 years of experience in the finance industry.

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