JT
Joshua D. Tirado
J. W. COLE ADVISORS
Four Oaks, NC
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CRD#: 4158089
JT
Professional summary
Joshua David Tirado is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Four Oaks, North Carolina and J.W. COLE FINANCIAL, INC. located in Four Oaks, North Carolina.
Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Joshua has worked at 6 firms and has passed the Series 65, 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.
(1) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. (2) JT Financial Group, LLC.; Investment Related; 113 Devilwood Drive, Four Oaks, NC 27524; Planning Practice; Owner of JT Financial Group, Inc.; 2001-Present; DBA for Broker-Dealer and Investment Advisory Use. (3) Healthy Wealthy & Wise; Not investment related; Marketing for Educational Webinar Services; 113 Devilwood Drive, Four Oaks, NC 27524; Managing Member; My admin will schedule speaker, market and host monthly education client webinars. Education for all things to improve my client's lives; Start 9/12/2023. (4) Rental property; Investment related; 821 S 5th St, Smithfield, NC 27577; Rental property for income; Owner; Start 5/1/2023; 0.5 hours/month during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua David Tirado'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
September 4, 2012 - Present
J. W. COLE ADVISORS, INC.
RIA
CRD#: 112294
Four Oaks, NC
Current
August 31, 2012 - Present
J.W. COLE FINANCIAL, INC.
BD
CRD#: 124583
Four Oaks, NC
Past
December 21, 2011 - September 21, 2012
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
FLEMINGTON, NJ
Past
June 16, 2008 - December 20, 2011
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
FLEMINGTON, NJ
Past
June 16, 2008 - September 21, 2012
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
FLEMINGTON, NJ
Past
October 15, 2007 - June 24, 2008
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
EASTERN, PA
Past
July 7, 2000 - June 24, 2008
NYLIFE SECURITIES LLC
BD
CRD#: 5167
EASTERN, PA
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
Maryland(5/4/2016)
RR
New Jersey(8/31/2012)
RR
North Carolina(8/31/2012)
IAR
North Carolina(1/9/2017)
RR
Pennsylvania(1/4/2017)
RR
Texas(8/31/2012)
IAR
Texas(8/26/2025)
RR
Virginia(10/11/2018)
Exams
State Security Law Exam
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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