Robert D. Olenchalk

J. W. COLE ADVISORS

TAMPA, FL 33634

Some features on this profile are disabled

CRD#: 2980965

Professional summary

Robert Darryl Olenchalk, who also goes by Darryl Darryl Olenchalk Jr, Darryl Olenchalk Jr, Darryl Olenchalk, Robert Darryl Olenchalk Jr, Robert Jr Olenchalk, Robert Olenchalk, Robert Darryl Olenchalk Jr, Robert D. Olenchalk, Jr., Robert Darryl Olenchalk, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Tampa, Florida and J.W. COLE FINANCIAL, INC. located in Tampa, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Robert has worked at 16 firms and has passed the Series 66, Series 63, Series 99TO, Series 52TO, SIE, Series 7, Series 6, Series 53, Series 4, Series 24, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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) Disc Golf; Not Investment Related; 3316 Enterprise Rd E., Safety Harbor, FL 34695; Nature of Business: Sport; Position/Title: Athlete; Start Date: 11/01/2023; Hour Per Month: 16; Hours Per Month During Trading Hours: 0; Play the sport of disc golf in tournaments and leagues. (2) Volleyball Coaching; Not Investment Related; 3316 Enterprise Rd E., Safety Harbor, FL 34695; Nature of Business: Coaching Private Lessons; Position/Title: Coach; Start Date: 11/1/2023; Hours Per Month: 3; Hours Per Month During Trading Hours: 0; Coaching high school, club, and college players. (3) Disc Golf Professional; Not investment related; 3316 Enterprise Road E, Safety Harbor, FL 34695; Sports; Player; I play in disc golf tournaments. Start 7/26/24; 0 hours during trading. (4) Model; 3316 Enterprise Road East, Safety Harbor, FL; Not investment related; Photograph for print or video advertisement; Start 10/1/24; 1 hour/month during trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Darryl Olenchalk's CRS (Customer Relationship Summary).

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®

None

Experience

Current

December 5, 2023 - Present

J. W. COLE ADVISORS, INC.

Office #1: 4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634

RIA

CRD#: 112294

TAMPA, FL

Current

December 1, 2023 - Present

J.W. COLE FINANCIAL, INC.

Office #1: 4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634Office #2: 4301 Anchor Plaza Pkwy. Suite 450, Tampa, FL 33634

CRD#: 124583

TAMPA, FL

Past

August 23, 2022 - November 22, 2023

INDEPENDENT FINANCIAL PARTNERS

RIA

CRD#: 125112

TAMPA, FL

Past

August 16, 2022 - November 22, 2023

IFP SECURITIES, LLC

CRD#: 297287

TAMPA, FL

Past

May 11, 2021 - July 28, 2022

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

TAMPA, FL

Past

April 26, 2018 - April 28, 2021

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

ST. PETERSBURG, FL

Past

June 16, 2016 - December 5, 2017

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

ST. PETERSBURG, FL

Past

June 15, 2016 - December 5, 2017

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

Past

June 15, 2016 - April 28, 2021

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

July 9, 2015 - May 25, 2016

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

TAMPA, FL

Past

May 4, 2015 - May 23, 2016

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

TAMPA, FL

Past

November 5, 2013 - April 22, 2015

T. ROWE PRICE ADVISORY SERVICES, INC.

RIA

CRD#: 108958

TAMPA, FL

Past

September 4, 2013 - April 22, 2015

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

TAMPA, FL

Past

May 10, 2011 - May 6, 2013

NEW ENGLAND SECURITIES

CRD#: 615

AURORA, IL

Past

October 22, 2007 - May 6, 2013

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

TAMPA, FL

Past

March 15, 2006 - September 27, 2007

T. ROWE PRICE ADVISORY SERVICES, INC.

RIA

CRD#: 108958

TAMPA, FL

Past

September 27, 2004 - September 27, 2007

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

TAMPA, FL

Past

May 26, 2004 - August 26, 2004

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

Past

December 11, 2003 - May 5, 2004

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 18353

NEWARK, NJ

Past

December 17, 1999 - December 17, 2003

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

CRD#: 21570

SHELTON, CT

Past

December 3, 1997 - March 23, 1998

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

EDISON, NJ

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

California
(12/1/2023)

Colorado
(2/6/2025)

Connecticut
(2/6/2025)

Florida
(12/1/2023)

IAR

Florida
(12/5/2023)

Georgia
(2/6/2025)

Hawaii
(2/6/2025)

Illinois
(2/6/2025)

Iowa
(2/6/2025)

Maryland
(2/6/2025)

Massachusetts
(2/6/2025)

Minnesota
(2/6/2025)

Nebraska
(2/6/2025)

New Jersey
(2/6/2025)

New Mexico
(2/6/2025)

New York
(2/6/2025)

Ohio
(2/10/2025)

Oklahoma
(2/6/2025)

Oregon
(2/6/2025)

Pennsylvania
(2/6/2025)

South Dakota
(4/2/2024)

Utah
(2/6/2025)

West Virginia
(2/6/2025)

Wisconsin
(2/6/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/13/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/2/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/30/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/2/1997

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 53

Date: 9/29/2017

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 5/5/2017

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 6/30/2016

General Securities Principal Examination

Principal/Supervisory Exam

Series 10

Date: 12/1/2015

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 9/29/2015

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

Current Firm

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)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE PROGRAM (3/28/2025)

JWCA 2A (3/28/2025)

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.

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Advisor Monitoring

Firm Stability Insights

Robert D. Olenchalk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Darryl Olenchalk's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.W. COLE FINANCIAL, INC.

INDEPENDENT FINANCIAL PARTNERS

IFP SECURITIES, LLC

FIDELITY BROKERAGE SERVICES LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

T. ROWE PRICE ADVISORY SERVICES, INC.

T. ROWE PRICE INVESTMENT SERVICES, INC.

NEW ENGLAND SECURITIES

MSI FINANCIAL SERVICES, INC.

T. ROWE PRICE ADVISORY SERVICES, INC.

T. ROWE PRICE INVESTMENT SERVICES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

J. W. COLE ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/13/2013

Series 63

Date: 12/2/1997

Series 99TO

Date: 1/2/2023

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 7/30/2004

Series 6

Date: 12/2/1997

Series 53

Date: 9/29/2017

Series 4

Date: 5/5/2017

Series 24

Date: 6/30/2016

Series 10

Date: 12/1/2015

Series 9

Date: 9/29/2015

FINRA

Current Firm

J. W. COLE ADVISORS, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

J. W. COLE ADVISORS, INC.

TRUST BUT VERIFY

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