Todd M. Woodard
J. W. COLE ADVISORS
Winter Springs, FL 32708
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CRD#: 2369842
Professional summary
Todd Michael Woodard, CFP® is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Winter Springs, Florida and J.W. COLE FINANCIAL, INC. located in Winter Springs, Florida.
Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Todd has worked at 3 firms and has passed the Series 63, SIE 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Todd Michael Woodard'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®
CFP®
Start date: 2007
Experience
Current
February 6, 2017 - Present
J. W. COLE ADVISORS, INC.
Office #1: 1500 Town Plaza Court, Winter Springs, FL 32708RIA
CRD#: 112294
Winter Springs, FL
Current
February 6, 2017 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 1500 Town Plaza Court, Winter Springs, FL 32708BD
CRD#: 124583
Winter Springs, FL
Past
June 7, 1994 - February 6, 2017
G. A. REPPLE & COMPANY
RIA
CRD#: 17486
WINTER SPRINGS, FL
Past
June 2, 1994 - February 6, 2017
G. A. REPPLE & COMPANY
BD
CRD#: 17486
WINTER SPRINGS, 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(2/6/2017)
RR
Arizona(2/6/2017)
RR
Arkansas(2/6/2017)
RR
California(4/6/2018)
RR
Colorado(2/6/2017)
RR
Connecticut(2/6/2017)
RR
Florida(2/6/2017)
IAR
Florida(2/9/2017)
RR
Georgia(2/6/2017)
RR
Illinois(2/6/2017)
RR
Indiana(2/6/2017)
RR
Kansas(2/6/2017)
RR
Kentucky(2/6/2017)
RR
Louisiana(2/6/2017)
RR
Maryland(2/6/2017)
RR
Michigan(2/6/2017)
RR
Missouri(8/14/2017)
RR
Nevada(2/6/2017)
RR
New Hampshire(1/5/2024)
RR
New York(1/31/2018)
RR
North Carolina(2/6/2017)
RR
Oklahoma(2/6/2017)
RR
Pennsylvania(2/6/2017)
RR
South Carolina(2/6/2017)
RR
Tennessee(1/18/2022)
RR
Texas(2/6/2017)
IAR
Texas(10/21/2025)
Exams
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)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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