MP
Michael J. Pickarski
J. W. COLE ADVISORS
Springfield, OH 45503
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CRD#: 6020000
MP
Professional summary
Michael Josh Pickarski, AIF®, who also goes by Mike Pickarski, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Springfield, Ohio and J.W. COLE FINANCIAL, INC. located in Dublin, Ohio.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Michael has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mike Pickarski
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) Pickarski Financial Group; DBA; Investment Related; 2754 E. Main St, Springfield, OH 45503; Owner; Sale of fixed insurance and annuities; Start 2/1/11; 150 hrs.mo./, 120 hrs./mo . (2) MPKD, Inc; Non-Investment Related; 2754 E. Main Street; Springfield, OH 45503; Owner/CEO; Tax, accounting & Payroll for business and individuals; Start date 8/15/2017; 80 hrs./mo., 50 hrs./mo. (3) Resource USA, Inc.; Non investment related; 5800 Chantry Drive, Ste E, Columbus, OH 43232; CEO/Owner; Commercial screen printing and apparel decoration; Start 8/1/21; 40 hrs./mo., 15 hrs./mo. (4) Teaching; Not investment related; Clark State and Columbus State. Springfield and Columbus, OH; Teacher/Adjunct Professor; Teach personal finance & Real Estate finance; Start 8/1/16; 10 hrs./mo., 2 hrs. during trading. (5) Officiating; Not investment related; Official; Officiate High School & College Lacrosse and Football; Start 9/1/98; 20 hrs./mo., 0 during trading hours. (6) Springfield National Football Foundation; Not investment related; President; National football & college hall of fame local chapter; Start 8/1/2017; 2 hr./mo., 0 during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Josh Pickarski'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®
Experience
Current
August 30, 2023 - Present
J. W. COLE ADVISORS, INC.
Office #1: 2754 E. Main Street, Springfield, OH 45503Office #2: 475 Metro Place South Suite 430, Dublin, OH 43017RIA
CRD#: 112294
Springfield, OH
Current
August 30, 2023 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 475 Metro Place South Suite 430, Dublin, OH 43017Office #2: 2754 East Main Street, Springfield, OH 45503BD
CRD#: 124583
Dublin, OH
Past
July 19, 2020 - August 30, 2023
GWN SECURITIES INC.
RIA
CRD#: 128929
SPRINGFIELD, OH
Past
July 17, 2020 - August 30, 2023
GWN SECURITIES INC.
BD
CRD#: 128929
SPRINGFIELD, OH
Past
March 21, 2017 - July 17, 2020
SPC
RIA
CRD#: 110692
Springfield, OH
Past
February 3, 2012 - July 17, 2020
PARKLAND SECURITIES, LLC
BD
CRD#: 115368
SPRINGFIELD, OH
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
Colorado(1/30/2025)
RR
Florida(8/30/2023)
RR
Illinois(1/29/2025)
RR
Iowa(5/31/2024)
RR
Michigan(8/30/2023)
RR
Missouri(8/30/2023)
RR
Montana(1/31/2025)
RR
North Carolina(1/29/2025)
RR
Ohio(8/30/2023)
IAR
Ohio(8/30/2023)
RR
Oregon(10/1/2025)
RR
Tennessee(8/30/2023)
Exams
State Security Law 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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Company Information
J. W. COLE ADVISORS, INC.
CRD#: 112294Springfield, OH 45503TRUST BUT VERIFY
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