Jonathan T. Dolin

J. W. COLE ADVISORS

Bethlehem, PA 18018

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CRD#: 6611129

Professional summary

Jonathan Tyler Dolin, who also goes by Jonathan Dolin, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Bethlehem, Pennsylvania and J.W. COLE FINANCIAL, INC. located in Bethlehem, Pennsylvania.

Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Jonathan has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathan Dolin

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) ATLAS ADVISORS, LLC; IAR; Investment Related; 1 E Broad Street, Ste 130; Bethlehem, PA 18018; Investment Advisor Rep; Sales & marketing of securities & investment advisory services; Start 10/1/2022; 160 hours/month, 130 hours/month during trading. (2) ATLAS ADVISORS, LLC - INSURANCE BROKERAGE; IAR; Investment Related; 1 E. Broad Street, Suite 560; Bethlehem, PA 18018; Insurance Broker; Start 10/1/2022; 40 hours/month, 40 hours/month during trading. (3) Jonathan Dolin, LLC; Not investment related; 4013 Hemlock Dr, Coplay, PA 18037; Payroll tax savings; Shareholder; Owner of LLC created to save on taxes, salary paid using personal income; Start 12/18/2019; 0 hours/month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Tyler Dolin'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®

None

Experience

Current

February 24, 2025 - Present

J. W. COLE ADVISORS, INC.

Office #1: 1 E. Broad Street Suite 560, Bethlehem, PA 18018

RIA

CRD#: 112294

Bethlehem, PA

Current

February 24, 2025 - Present

J.W. COLE FINANCIAL, INC.

Office #1: 1 E. Broad Street Suite 560, Bethlehem, PA 18018

CRD#: 124583

Bethlehem, PA

Past

November 2, 2018 - February 26, 2025

OSAIC WEALTH, INC.

RIA

CRD#: 23131

BETHLEHEM, PA

Past

November 2, 2018 - February 26, 2025

OSAIC WEALTH, INC.

CRD#: 23131

BETHLEHEM, PA

Past

November 9, 2017 - November 2, 2018

SIGNATOR INVESTORS, INC.

RIA

CRD#: 468

EASTON, PA

Past

November 9, 2017 - November 2, 2018

SIGNATOR INVESTORS, INC.

CRD#: 468

EASTON, PA

Past

March 25, 2017 - November 14, 2017

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

ALLENTOWN, PA

Past

March 25, 2017 - November 14, 2017

MML INVESTORS SERVICES, LLC

CRD#: 10409

ALLENTOWN, PA

Past

May 2, 2016 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

ALLENTOWN, PA

Past

February 19, 2016 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

ALLENTOWN, PA

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

Connecticut
(2/24/2025)

New Jersey
(2/24/2025)

New York
(2/24/2025)

Ohio
(2/24/2025)

Pennsylvania
(2/24/2025)

IAR

Pennsylvania
(2/24/2025)

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

IAR

Series 66

Date: 3/24/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/19/2016

General Securities Representative 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

Jonathan T. Dolin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Tyler Dolin's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.W. COLE FINANCIAL, INC.

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

SIGNATOR INVESTORS, INC.

SIGNATOR INVESTORS, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

J. W. COLE ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/24/2016

SIE

Date: 10/1/2018

Series 7

Date: 2/19/2016

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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