AR
Angelo T. Risola
J. W. COLE ADVISORS
Scottsdale, AZ 85253
Some features on this profile are disabled
CRD#: 6517028
AR
Professional summary
Angelo Tyler Risola, who also goes by Tyler Jordan Bockmann, Angelo Tyler Risola, Angelo Risola, Angelo T Risola, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Scottsdale, Arizona and J.W. COLE FINANCIAL, INC. located in Scottsdale, Arizona.
Angelo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Angelo has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tyler Jordan Bockmann | Angelo Tyler Risola | Angelo Risola | Angelo T Risola
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) Agrandar Associates, Inc; DBA; Investment Related; 10505 N 69th Street, Suite 1400, Scottsdale, AZ 85253; Registered Rep; Investment Advisor/Wealth Management and Insurance Agent/selling fixed insurance products and Health Insurance Agent; Start 7/27/2021; approx. 160 hrs./mo., 160 hrs./mo. during trading (30 hrs./mo. spent on insurance sales/10 hours for health insurance). (2) Risola Holdings, LLC; Non-investment related; 4950 N. Miller Rd., Scottsdale, AZ 85251; Start date: 3/1/2022; Member-Manager; Residential home rehab; 0 hours per month during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Angelo Tyler Risola'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
August 10, 2021 - Present
J. W. COLE ADVISORS, INC.
Office #1: 10505 N 69th Street Suite 1400, Scottsdale, AZ 85253RIA
CRD#: 112294
Scottsdale, AZ
Current
July 21, 2021 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 10505 N 69th Street Suite 1400, Scottsdale, AZ 85253BD
CRD#: 124583
Scottsdale, AZ
Past
November 18, 2019 - July 27, 2021
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
PHOENIX, AZ
Past
November 8, 2019 - July 27, 2021
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
PHOENIX, AZ
Past
April 9, 2019 - May 30, 2019
MORGAN STANLEY
BD
CRD#: 149777
GILBERT, AZ
Past
January 23, 2017 - December 3, 2018
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
SCOTTSDALE, AZ
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(7/21/2021)
IAR
Arizona(8/10/2021)
RR
California(7/21/2021)
RR
Colorado(6/18/2025)
RR
Kansas(5/16/2024)
RR
Massachusetts(8/20/2025)
RR
Nevada(8/30/2024)
RR
North Carolina(6/12/2025)
RR
Pennsylvania(1/22/2025)
RR
Texas(10/3/2025)
RR
Virginia(5/30/2025)
RR
Washington(7/8/2024)
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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Check for any disclosures as part of your thorough research when choosing an advisor.
