RH
Ronald M. Hoyle
J. W. COLE ADVISORS
Peoria, IL 61615
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CRD#: 5754179
RH
Professional summary
Ronald Matthew Hoyle, who also goes by Ron Hoyle, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Peoria, Illinois and J.W. COLE FINANCIAL, INC. located in Tomball, Texas.
Ronald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Ronald has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ron Hoyle
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) Identity protection; I sign my clients up for Identity protection through Identity shield. at there request; Start: 01/31/2017; Address: 994 Village Square Drive Bldg. 2 Unit C & D, Tomball, TX 77375; 5 hours/month; Not investment related. (2) Insurance not from Guardian or PAS; Insurance business with companies other than Guardian or PAS when required by the clients situation; Start: 01/31/2017; Address: 994 Village Square Drive Bldg. 2 Unit C & D, Tomball, TX 77375; Hrs per month - Tot/Bus: 20/10; Investment related. (3) DBA - CORE Integrated Wealth, Inc.; investment related; Owner - start date 10/10/2022, 994 Village Square Drive Bldg 2, Suite C Tomball, Texas 77375, DBA for Financial Planning, Securities, Proprietary onboarding systems & Tax Services; 120 hours per month during trading hours. (4) Right to Bear; Self Defense Benefits; Not investment related; 1680-B Lake Murray Blvd, Columbia, SC 29212; Not investment related; Partner/Customer; Present brochures in our office, explain benefits if client is interested, help sign them up for membership; Start 7/15/2024; 2 hours/month during trading. (5) United States Concealed Carry Association, Inc. - Delta Defense LLC; Self Defense Benefits; Not investment related; 1000 Freedom Way, West Bend, WI 53095; Partner/Customer; Referral if client seeks interest, brochures available to share information; Start 9/9/24; 20 hours/month during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Ronald Matthew Hoyle'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 26, 2017 - Present
J. W. COLE ADVISORS, INC.
Office #1: 2310 W. Altorfer Drive, Peoria, IL 61615Office #2: 994 Village Square Drive Bldg. 2 Unit C & D, Tomball, TX 77375RIA
CRD#: 112294
Peoria, IL
Current
August 24, 2017 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 994 Village Square Drive Bldg. 2 Unit C & D, Tomball, TX 77375BD
CRD#: 124583
Tomball, TX
Past
October 6, 2017 - December 31, 2019
INTEGRATED INVESTMENT SYSTEMS INC.
RIA
CRD#: 289296
PEORIA, IL
Past
January 31, 2017 - September 12, 2017
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
PEORIA, IL
Past
January 30, 2017 - September 12, 2017
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
PEORIA, IL
Past
February 6, 2014 - February 23, 2017
GROVE POINT INVESTMENTS, LLC
RIA
CRD#: 1763
Peoria, IL
Past
January 3, 2011 - February 23, 2017
GROVE POINT INVESTMENTS, LLC
BD
CRD#: 1763
Peoria, IL
Past
May 18, 2010 - January 6, 2011
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
DUNLAP, IL
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
Arizona(5/10/2024)
RR
Arkansas(7/2/2024)
RR
California(7/27/2018)
RR
Colorado(12/18/2017)
RR
Florida(8/24/2017)
RR
Georgia(1/6/2023)
RR
Illinois(9/26/2017)
IAR
Illinois(9/26/2017)
RR
Indiana(8/6/2018)
RR
Kansas(8/25/2020)
RR
Louisiana(1/7/2022)
RR
Michigan(1/10/2023)
RR
New Mexico(7/27/2018)
RR
North Carolina(8/22/2020)
RR
Oklahoma(1/18/2022)
RR
Tennessee(1/6/2023)
RR
Texas(1/3/2020)
IAR
Texas(10/2/2020)
RR
Utah(1/6/2025)
RR
Washington(8/19/2020)
RR
West Virginia(5/8/2024)
RR
Wisconsin(8/20/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/15/2025
General Securities Representative ExaminationGeneral 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#: 112294Peoria, IL 61615TRUST BUT VERIFY
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