CT
Craig N. Towle
J. W. COLE ADVISORS
TAMPA, FL 33634
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CRD#: 2029337
CT
Professional summary
Craig Nelson Towle is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Tampa, Florida.
Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Craig has worked at 8 firms and has passed the Series 65, Series 63 and Series 7 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) JWC Wealth Management; DBA; Investment Related; 4301 Anchor Plaza Parkway, Tampa, FL 33634; Investment Services; Owner; Start 1/1/24; 5 hours/month during trading. (2) Freedom65; Not investment related; 1745 Sanctuary Place, PO Box 1145 Crystal Beach, FL 34681; Investment in Tax & Wealth Practice; 25% owner; Start 12/1/24; 4 hours/monthly during trading. (3) The Property Group of Central Florida; Not investment related; 2753 State Road 580, Ste 202; Clearwater, FL 33761; P/T; Board Member of my HOA; Start 4/16/25; 0 hours during trading. (4) JWC Wealth Partners; Investment Related; Investment Services; 4301 Anchor Plaza Parkway, Tampa, FL 33634; Owner; Start 1/1/24; 140 hours/month during trading. (5) The Excellent Owl LLC; Not investment related; 2973 W SR 434, Suite 300, Longwood, FL 32779; Real Estate Holding; Member; Start 4/16/25; 0 hours during trading. (6) Freedom 35 Office Venture LLC; Not investment related; 2973 W SR 434, Ste 300, Longwood, FL 32779; Office space LLC; Member; Start 1/7/25; 0 hours during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Craig Nelson Towle'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
December 20, 2016 - Present
J. W. COLE ADVISORS, INC.
Office #1: 4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634RIA
CRD#: 112294
TAMPA, FL
Past
February 6, 2003 - October 20, 2005
CETERA FINANCIAL SPECIALISTS LLC
BD
CRD#: 10358
SCHAUMBURG, IL
Past
July 23, 2001 - February 5, 2002
SENTRA SECURITIES CORPORATION
BD
CRD#: 10249
PHOENIX, AZ
Past
November 12, 1999 - January 3, 2017
SYNERGY CAPITAL, INC.
RIA
CRD#: 115919
CRYSTAL BEACH, FL
Past
August 14, 1996 - August 30, 1999
RTE SECURITIES, INC.
BD
CRD#: 39623
RYDAL, PA
Past
February 27, 1992 - December 13, 1995
LINCOLN INVESTMENT
BD
CRD#: 519
FORT WASHINGTON, PA
Past
April 24, 1990 - January 16, 1992
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
MILWAUKEE, WI
Past
April 24, 1990 - January 16, 1992
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
MILWAUKEE, WI
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.Highlighted states indicate IAR registrations
IAR
Florida(12/20/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
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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Company Information
J. W. COLE ADVISORS, INC.
CRD#: 112294Tampa, FL 33634TRUST BUT VERIFY
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