JP
John E. Pickarski
J. W. COLE ADVISORS
Springfield, OH 45503
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CRD#: 1531327
JP
Professional summary
John Edward Pickarski is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Springfield, Ohio and J.W. COLE FINANCIAL, INC. located in Dublin, Ohio.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. John has worked at 8 firms and has passed the Series 63, SIE, Series 52, Series 62 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) Pickarski Financial Group; DBA; Investment related; 2754 E. Main Street, Springfield, OH 45503; Owner; Fixed insurance and annuity sales; Start 1/2000; 120 hrs./mo., 80 hrs./mo. during trading. (2) Clark County Republican Club; Non-investment related; 2754 E. Main Street, Springfield, OH 45503; Statutory Agent; Club that meets for breakfast and listens to speakers. Start 1/2020, 3 hrs./mo., 0 during trading. (3) FOP Lodge 117; Not-investment related; 1024 Wenbrook Drive, Kettering, OH 45429; Board Member; Police lodge to support current and retired offices; Start 1/2000; 4 hrs./mo., 0 during trading. (4) Breast Cancer Endowment Fund; Not investment related; 20 S. Limestone, Ste 300, Springfield, OH 45501; Board Member; Raise money to support cancer patients in Clark County; Start 1/2000; 2 hrs./mo., 0 during trading. (5) Fraternal Order of Police Ohio #117 Community Foundation; Not investment related; 1024 Wenbrook Dr, Kettering, OH 45429; 501(c) Non Profit; Director; Assisted the local Fraternal Order of Police Lodge 117 to establish a community foundation; Start 11/3/2023; 5 hours/month during trading.
CRS (Client Relationship Summary) - RIA
Click below to view John Edward Pickarski'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
September 5, 2023 - Present
J. W. COLE ADVISORS, INC.
Office #1: 2754 E. Main Street, Springfield, OH 45503Office #2: 475 Metro Place South Suite 430, Dublin, OH 43017RIA
CRD#: 112294
Springfield, OH
Current
August 30, 2023 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 475 Metro Place South Suite 430, Dublin, OH 43017Office #2: 2754 East Main Street, Springfield, OH 45503BD
CRD#: 124583
Dublin, OH
Past
July 19, 2020 - August 30, 2023
GWN SECURITIES INC.
RIA
CRD#: 128929
SPRINGFIELD, OH
Past
July 17, 2020 - August 30, 2023
GWN SECURITIES INC.
BD
CRD#: 128929
SPRINGFIELD, OH
Past
October 29, 2009 - July 17, 2020
SPC
RIA
CRD#: 110692
SPRINGFIELD, OH
Past
August 3, 2009 - July 17, 2020
PARKLAND SECURITIES, LLC
BD
CRD#: 115368
SPRINGFIELD, OH
Past
November 10, 1999 - August 10, 2009
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
SPRINGFIELD, OH
Past
March 1, 1996 - August 10, 2009
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, OH
Past
May 11, 1995 - March 1, 1996
G. R. PHELPS & CO., INC.
BD
CRD#: 173
Past
July 16, 1986 - July 30, 1988
GREEN HILL FINANCIAL SERVICE CORPORATION
BD
CRD#: 4882
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
California(8/30/2023)
RR
Colorado(1/30/2025)
RR
Florida(8/30/2023)
RR
Indiana(8/30/2023)
RR
Kentucky(8/30/2023)
RR
Missouri(8/30/2023)
RR
Montana(1/29/2025)
RR
North Carolina(8/30/2023)
RR
Ohio(8/30/2023)
IAR
Ohio(9/5/2023)
RR
Oklahoma(8/30/2023)
RR
South Carolina(5/30/2025)
RR
Texas(8/30/2023)
RR
Virginia(8/30/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 5/15/2000
Corporate Securities Limited Representative ExaminationGeneral Industry/Product 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
J. W. COLE ADVISORS, INC.
CRD#: 112294Springfield, OH 45503TRUST BUT VERIFY
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