JP
John T. Pharr
J. W. COLE ADVISORS
Pensacola, FL 32502
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CRD#: 1990229
JP
Professional summary
John Thomas Pharr JR, who also goes by John Thomas Pharr, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Pensacola, Florida and J.W. COLE FINANCIAL, INC. located in Pensacola, Florida.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. John has worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Thomas Pharr
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)JOHN PHARR CPA LLC 105 E GREGORY SQ PENSACOLA FL 32502. OWNER/MGR SINCE 01/2006. MANAGE CPA PRACTICE, TAX CONSULTING & PREP AS WELL AS SMALL BUSINESS CONSULTING. 25 HRS/MONTH DURING TRADING HRS. PAID SALARY & DRAW/DIVIDENDS. NOT INVESTMENT RELATED.
2)ELECTRONIC DISPLAY NETWORKS INC 105 E GREGORY SQ PENSACOLA FL. OFFICER SINCE 02/2008. 20 HRS/MONTH, 10 DURING TRADING HRS. RECEIVE DIVIDENDS FROM CORP. NOT INVESTMENT RELATED.
3) Pharr Holdings, LLC - commercial rental property - president - 4 hours per month - none during trading hours - non investment related - 105 E Gregory Square Pensacola, FL 32502
4) RIVERSIDE WEALTH ADVISORS, LLC - DBA - INVESTMENT RELATED - 1306 E CERVANTES STREET SUITE C PENSACOLA, FL 32501 - 9/21/18 - ADVISOR - 40 HRS/MONTH - 30 DURING TRADING HRS
CRS (Client Relationship Summary) - RIA
Click below to view John Thomas Pharr JR'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
July 12, 2016 - Present
J. W. COLE ADVISORS, INC.
Office #1: 105 E Gregory Square, Pensacola, FL 32502RIA
CRD#: 112294
Pensacola, FL
Current
June 15, 2016 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 105 E. Gregory Square, Pensacola, FL 32502BD
CRD#: 124583
Pensacola, FL
Past
September 24, 2015 - March 30, 2016
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
PENSACOLA, FL
Past
July 1, 2015 - March 30, 2016
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
PENSACOLA, FL
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
Alabama(1/3/2022)
RR
Florida(6/30/2016)
IAR
Florida(7/12/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General 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#: 112294Pensacola, FL 32502TRUST BUT VERIFY
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