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
Nicholas Accordino (CRD# 1340988) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in State College, PA and has over 39 years of experience in the finance industry.
Cody Albrecht (CRD# 6021018) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 7 years of experience in the finance industry.
John Albrecht (CRD# 3222902) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Dublin, OH and has over 24 years of experience in the finance industry.
James Allston (CRD# 4754542) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Clearwater, FL and has over 20 years of experience in the finance industry.
James Amick (CRD# 2459697) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Charleston, SC and has over 30 years of experience in the finance industry.
Paul Avila (CRD# 1816504) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in San Juan Capistrano, CA and has over 35 years of experience in the finance industry.
Pablo Balart (CRD# 4687820) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Palm Harbor, FL and has over 20 years of experience in the finance industry.
Martin Barinaga (CRD# 1932496) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 33 years of experience in the finance industry.
Eric Barker (CRD# 7047969) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Boca Raton, FL and has over 5 years of experience in the finance industry.
Matthew Barker (CRD# 5207162) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 13 years of experience in the finance industry.