Jacquelyn M. Dohse

J. W. COLE ADVISORS

Pittsford, NY 14534

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CRD#: 5826719

Professional summary

Jacquelyn M Dohse, CFP®, who also goes by Jacquelyn Centanni, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Pittsford, New York and J.W. COLE FINANCIAL, INC. located in Pittsford, New York.

Jacquelyn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Jacquelyn has worked at 5 firms and has passed the Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacquelyn Centanni

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) Colgan Capital; Not investment Related; 179 Sully's Trail, Ste 302, Pittsford, NY 14534; Salary paid from LLC; Start 6/1/2022. 0 hours. (2) Montage Wealth Management; DBA; Investment Related; 179 Sully's Trail, Ste 302, Pittsford, NY 14534; Financial Advising; Wealth Advisor; Start 6/1/2022; 200 hour/month, 160 hours/month during trading. (3) Fixed Insurance; Fixed Annuity and Life Insurance; Not investment related; 179 Sully's Trail, Ste 302, Pittsford, NY 14534; Start 10/2025; 1 hour/month, 1 Hour/month during trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacquelyn M Dohse'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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

November 6, 2025 - Present

J. W. COLE ADVISORS, INC.

Office #1: 179 Sully's Trail. Suite 302, Pittsford, NY 14534

RIA

CRD#: 112294

Pittsford, NY

Current

November 6, 2025 - Present

J.W. COLE FINANCIAL, INC.

Office #1: 179 Sully's Trail Ste 302, Pittsford, NY 14534

CRD#: 124583

Pittsford, NY

Past

August 8, 2025 - November 6, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

PITTSFORD, NY

Past

June 1, 2022 - November 6, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

PITTSFORD, NY

Past

January 4, 2022 - May 5, 2022

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

Rochester, NY

Past

August 31, 2021 - March 25, 2022

MIRSKY FINANCIAL MANAGEMENT CORP.

RIA

CRD#: 166061

ROCHESTER, NY

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

Alabama
(11/6/2025)

California
(11/6/2025)

Colorado
(11/6/2025)

Florida
(11/6/2025)

Georgia
(11/6/2025)

Indiana
(11/6/2025)

Maine
(11/6/2025)

Maryland
(11/6/2025)

Massachusetts
(11/6/2025)

New Hampshire
(11/6/2025)

New Mexico
(11/6/2025)

New York
(11/6/2025)

IAR

New York
(11/6/2025)

North Carolina
(11/6/2025)

Oregon
(11/6/2025)

Pennsylvania
(11/6/2025)

South Carolina
(11/6/2025)

Tennessee
(11/6/2025)

Texas
(11/6/2025)

Virginia
(11/6/2025)

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

Series 63

Date: 6/21/2025

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/8/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/21/2025

Securities Industry Essentials 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

Jacquelyn M. Dohse

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacquelyn M Dohse's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.W. COLE FINANCIAL, INC.

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

MERCER GLOBAL ADVISORS INC.

MIRSKY FINANCIAL MANAGEMENT CORP.

Primary Firm SEC Registration

J. W. COLE ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/21/2025

Series 7TO

Date: 8/8/2025

SIE

Date: 2/21/2025

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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