AB
Anthony F. Blair
J. W. COLE ADVISORS
Scottsdale, AZ 85253
Some features on this profile are disabled
CRD#: 1257306
AB
Professional summary
Anthony Francis Blair, who also goes by Toby Blair, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Scottsdale, Arizona and J.W. COLE FINANCIAL, INC. located in Scottsdale, Arizona.
Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Anthony has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Toby Blair
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) A. PAUL A. MANSICA H2, UC B. NON-INVESTMENT RELATED C. ROCKY POINT, MEXICO D. CONDO E. MEMBER OF UC F.. 12/23/2014 H. 10-15 HRS/MONTH I. 0 TRADING HOURS/MONTH J. MANAGE RENTALS OF CONDO K. HAS MADE CERTAIN CLIENTS AWARE OF ITS AVAILABILITY. (2) A. THE FLYING E RANCH B. NON-INVESTMENT RELATED C. 2801 W WICKENBURG WAY WICKENBURG, AZ 85390 D. DUDE RANCH E. LIMITED PARTNER F. 2/7/19 G. 2 HRS PER MONTH H. 0 DURING TRADING HRS. (3) Agrandar Associates, Inc.; DBA; investment related; start date 2/1/1993 - owner/officer/agent; 10505 N 69th Street, Suite 1400, Scottsdale, AZ 85253; investment services/Fixed Life Insurance sales and supervision or agent; name; 160 hours per month, all during trading. (4) WAL RP Developement, LLC; non-investment related; start date 3/21/2023 - partner; Puerto Penasco, Mexico; Low Income Home building; 0 hours per month during trading. (5) AFB Properties, LLC; Not investment related; 10505 North 69th Street, Ste 1400, Scottsdale, AZ 85253; Purchasing Real Estate; Limited Partner; I will be an investor in commercial and residential real estate; Start 7/28/2023; 0 hr./mo. during trading. (6) BB Manufacturing, LLC; Not investment related; Hard money loan; 1850 N. Central Ave, Stuie 1700, Phoenix, AZ 85004; Investor; Interest on hard money loan at 10% for 3 years then income based on 2.5% of net income going forward; Start 11/17/2023; 0 hours/month.
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Francis Blair's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 6, 2016 - Present
J. W. COLE ADVISORS, INC.
Office #1: 10505 N 69th Street Suite 1400, Scottsdale, AZ 85253RIA
CRD#: 112294
Scottsdale, AZ
Current
May 13, 2013 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 10505 N 69th Street Suite 1400, Scottsdale, AZ 85253BD
CRD#: 124583
Scottsdale, AZ
Past
May 29, 2007 - May 13, 2013
FINANCIAL ADVISERS OF AMERICA, LLC
BD
CRD#: 142170
PHOENIX, AZ
Past
July 2, 2004 - May 29, 2007
GIRARD SECURITIES, INC.
BD
CRD#: 18697
PHOENIX, AZ
Past
February 1, 1995 - July 12, 2004
SENTRA SECURITIES CORPORATION
BD
CRD#: 10249
PHOENIX, AZ
Past
April 24, 1984 - January 23, 1995
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
EDISON, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(5/16/2013)
IAR
Arizona(6/16/2016)
RR
California(5/23/2013)
RR
Colorado(5/16/2013)
RR
Florida(5/16/2013)
RR
Kansas(5/16/2013)
RR
Maryland(5/16/2013)
RR
Massachusetts(5/16/2013)
RR
Michigan(5/16/2013)
RR
Nevada(5/16/2013)
RR
North Carolina(6/17/2025)
RR
Ohio(5/16/2013)
RR
South Carolina(5/31/2023)
RR
Texas(5/16/2013)
IAR
Texas(10/22/2025)
RR
Utah(5/16/2013)
RR
Virginia(6/10/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
Mailing Address
Phone number
(813) 935-6776
Established
Firm type
Fiscal year end
# of Employees
512
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 29,614 |
| AUM (Assets Under Management) | $ 7,195,237,282 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
