Matthew J. Marcoux
J. W. COLE ADVISORS
Maitland, FL 32751
Some features on this profile are disabled
CRD#: 4625579
Professional summary
Matthew Jason Marcoux, CFP® is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Maitland, Florida and J.W. COLE FINANCIAL, INC. located in Maitland, Florida.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Matthew has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 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) Candor Path Financial - 525 Sybelia Pkwy Suite 212, Maitland, FL 32751 - FINANCIAL PLANNING FIRM - OFFER SALES OF SECURITIES AND INSURANCE PRODUCTS. INVESTMENT RELATED - APPROX 160 HRS PER MONTH MOST DURING TRADING HRS., COMMISSIONS & FEES. (2) Candor Path Insurance Services - Investment Related - 525 Sybelia Parkway Suite 212 Maitland, FL - Health, life, Medicare Insurance Services - Co-Owner - 6/12/18 - 40 hours per month - 1 during trading hours. (3) Candor Path Estate Planning Services; non-investment related; address: same as branch; estate planning; title: officer; start date: 3/1/2020; 10 hours per month during trading hours; duties include assisting with design and creation of estate plans with attorneys. (4) BEHR Holdings, LLC; Co-Owner; non-investment related; real estate holding company to purchase commercial real estate office building; Address:�525 Sybelia Parkway, Suite 212 Maitland, Fl; Start Date: 6/18/2025; 5 hours/month during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Jason Marcoux'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: 525 Sybelia Parkway Suite 212, Maitland, FL 32751RIA
CRD#: 112294
Maitland, FL
Current
February 6, 2017 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 525 Sybelia Pkwy Suite 212, Maitland, FL 32751BD
CRD#: 124583
Maitland, FL
Past
March 14, 2005 - February 6, 2017
G. A. REPPLE & COMPANY
RIA
CRD#: 17486
WINTER SPRINGS, FL
Past
February 13, 2003 - 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
California(3/7/2018)
RR
Colorado(1/2/2024)
RR
Connecticut(9/24/2024)
RR
Florida(2/6/2017)
IAR
Florida(2/13/2017)
RR
Georgia(1/2/2024)
RR
Illinois(9/19/2024)
RR
Indiana(6/12/2024)
RR
Louisiana(2/6/2017)
RR
Michigan(1/2/2024)
RR
New York(10/17/2018)
RR
North Carolina(2/6/2017)
RR
Oregon(1/2/2024)
RR
Pennsylvania(11/2/2022)
RR
Tennessee(2/6/2017)
RR
Texas(8/31/2017)
IAR
Texas(10/21/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See 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#: 112294Maitland, FL 32751TRUST BUT VERIFY
Monitor Matthew Marcoux
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
