Theodore J. Oyler
J. W. COLE ADVISORS
STATE COLLEGE, PA 16801
Some features on this profile are disabled
CRD#: 2977750
Professional summary
Theodore John Oyler, CFP® is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in State College, Pennsylvania and J.W. COLE FINANCIAL, INC. located in State College, Pennsylvania.
Theodore is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Theodore has worked at 4 firms and has passed the Series 63, SIE, Series 7 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Theodore John Oyler'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: 2001
Experience
Current
January 19, 2011 - Present
J. W. COLE ADVISORS, INC.
Office #1: 1524 W. College Avenue Po Box 252, State College, PA 16801RIA
CRD#: 112294
STATE COLLEGE, PA
Current
January 3, 2007 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 1524 W College Ave Ste 1, State College, PA 16801BD
CRD#: 124583
State College, PA
Past
July 1, 1998 - January 9, 2007
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
STATE COLLEGE, PA
Past
January 8, 1998 - July 1, 1998
CENTENNIAL CAPITAL MANAGEMENT, INC.
BD
CRD#: 38988
ATLANTA, GA
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
Alaska(10/18/2021)
RR
Arizona(10/18/2007)
RR
Colorado(10/18/2021)
RR
Connecticut(10/18/2021)
RR
Delaware(3/18/2019)
RR
District of Columbia(10/27/2021)
RR
Florida(1/3/2007)
RR
Georgia(8/23/2018)
RR
Illinois(10/18/2021)
RR
Indiana(10/18/2021)
RR
Iowa(8/27/2025)
RR
Maine(6/4/2015)
RR
Maryland(9/28/2016)
RR
Michigan(10/18/2021)
RR
Minnesota(10/18/2021)
RR
New Jersey(10/18/2021)
RR
New York(7/5/2018)
RR
North Carolina(10/18/2021)
RR
Ohio(9/28/2016)
RR
Oklahoma(10/18/2021)
RR
Pennsylvania(1/3/2007)
IAR
Pennsylvania(1/19/2011)
RR
Rhode Island(10/18/2021)
RR
Tennessee(10/18/2021)
RR
Texas(7/20/2010)
RR
Virginia(10/18/2021)
RR
Wisconsin(10/18/2021)
RR
Wyoming(10/18/2021)
Exams
State Security Law Exam
General Industry/Product 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
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
Company Information
J. W. COLE ADVISORS, INC.
CRD#: 112294State College, PA 16801TRUST BUT VERIFY
Monitor Theodore Oyler
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
