RM
Ryan P. Mcclelland
J. W. COLE ADVISORS
CLEARWATER, FL 33761
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CRD#: 3116046
RM
Professional summary
Ryan Patrick Mcclelland, CFP®, ChFC® is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Clearwater, Florida and J.W. COLE FINANCIAL, INC. located in Clearwater, Florida.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Ryan has worked at 4 firms and has passed the Series 66, 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.
(1)MCCLELLAND & ASSOCIATES, INC/ INVESTMENT RELATED/ PRESIDENT/ FIXED INSURANCE & ADMINSTRATIVE SUPPORT SERVICES/ STARTED 1998, 40-60 HRS MONTHLY (2) RETIREMENT RESOURCES ADVISORY, INC./ INVESTMENT RELATED/ DOING BUSINESS AS COMPANY/MARKETING NAME
(2) A) NORTHWOOD PLAZA OFFICE CONDOMINIUM, INC. B) NON INVESTMENT RELATED C) 6972 LAKE GLORIA BLVD. ORLANDO, FL 32809 D) CONDO ASSOCIATION BOARD MEMBER E) VP F) 07/14/2017 G) 1 HOUR PER MONTH H) 1 HOUR PER MONTH DURING TRADING HOURS I) SERVE AS A VOLUNTEER BOARD MEMBER FOR THE CONDO ASSOCIATION FOR THE BRANCH LOCATION
(3) A) NORTHWOOD GROUP, LLC B) NON INVESTMENT RELATED C)2535 LANDMARK DRIVE, STE 103, CLEARWATER, FL 33761 D) REAL ESTATE HOLDING COMPANY THAT OWNS THE OFFICE CONDOMINIUM UNIT THAT WE USE AS OUR BRANCH OFFICE E) PARTNER F) 07/14/2017 G) 2 HOURS PER MONTH DEVOTED H) 0 HOURS PER MONTH DEVOTED DURING TRADING HOURS I) COLLECTING RENT AND PAYING BILLS
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Patrick Mcclelland'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: 1998
Experience
Current
May 4, 2011 - Present
J. W. COLE ADVISORS, INC.
Office #1: 2535 Landmark Drive #103, Clearwater, FL 33761Office #2: 5327 Commercial Way Suite C-117, Spring Hill, FL 34606RIA
CRD#: 112294
CLEARWATER, FL
Current
April 7, 2011 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 2535 Landmark Drive #103, Clearwater, FL 33761Office #2: 5327 Commercial Way Suite C-117, Spring Hill, FL 34606BD
CRD#: 124583
Clearwater, FL
Past
May 20, 2008 - April 15, 2011
MUTUAL TRUST ASSET MGMT., INC.
RIA
CRD#: 121364
CLEARWATER, FL
Past
March 8, 1999 - April 7, 2011
MUTUAL TRUST COMPANY OF AMERICA SECURITIES
BD
CRD#: 8494
CLEARWATER, 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
Connecticut(4/8/2024)
RR
Florida(4/7/2011)
IAR
Florida(5/4/2011)
RR
Georgia(4/7/2011)
RR
Illinois(3/11/2014)
RR
Indiana(4/7/2011)
RR
Maryland(4/7/2011)
RR
Michigan(4/7/2011)
RR
New York(4/7/2011)
RR
Ohio(4/8/2011)
RR
South Carolina(4/7/2011)
IAR
Texas(10/22/2025)
RR
West Virginia(4/7/2011)
RR
Wisconsin(1/4/2016)
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)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#: 112294Clearwater, FL 33761TRUST BUT VERIFY
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