Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

JC

Jonathan Couper

J. W. COLE ADVISORS

Pittsfield, MA

·CRD# 7447736·5 years experience

Professional Summary

Jonathan Couper is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Pittsfield, Massachusetts and J.W. COLE FINANCIAL, INC. located in Pittsfield, Massachusetts. Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Jonathan has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO, Series 22TO, Series 6TO and SIE exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

Similar Advisors

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

NEW YORK, NY · CRD#

Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#

Timothy Christopher Hughes

Timothy Christopher Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

Scottsdale, AZ · CRD#

Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

NEW YORK, NY · CRD#

Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#

Timothy Christopher Hughes

Timothy Christopher Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

Scottsdale, AZ · CRD#

Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

NEW YORK, NY · CRD#

Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#

Timothy Christopher Hughes

Timothy Christopher Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

Scottsdale, AZ · CRD#

Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

NEW YORK, NY · CRD#

Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#

Timothy Christopher Hughes

Timothy Christopher Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

Scottsdale, AZ · CRD#

Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#

Years of Experience

5 years in the financial services industry

Current & Past Employments

J. W. COLE ADVISORS, INC.·CRD# 112294

RIA

100 North Street Suite 318, Pittsfield, MA 01201

May 24, 2023 - Present

J.W. COLE FINANCIAL, INC.·CRD# 124583

BD

100 North Street Suite 318, Pittsfield, MA 01201

May 11, 2023 - Present

WOODBURY FINANCIAL SERVICES, INC.·CRD# 421

RIA

East Berlin, CT

November 1, 2021 - May 16, 2023

WOODBURY FINANCIAL SERVICES, INC.·CRD# 421

BD

East Berlin, CT

October 29, 2021 - May 16, 2023

Similar Advisors

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

NEW YORK, NY · CRD#

Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#

Timothy Christopher Hughes

Timothy Christopher Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

Scottsdale, AZ · CRD#

Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#

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 - SEC (11/23/2001 Approved)

Arizona

Registered Investment Advisory firm - Arizona (12/4/2001 Terminated)

Florida

Registered Investment Advisory firm - Florida (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).

Contact Information

Main Address

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634

Phone Number

(813) 935-6776

# of Employees

550

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP FEE PROGRAM (3/31/2026)

JWCA 2A (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

31,247

AUM (Assets Under Management)

$8,247,916,891

Similar Advisors

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

NEW YORK, NY · CRD#

Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#

Timothy Christopher Hughes

Timothy Christopher Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

Scottsdale, AZ · CRD#

Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#

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) Boundless Financial Solutions; DBA; Investment Related; 100 North Street Suite 318, Pittsfield, MA 01201; Regional Managing Partner/Registered Agent/Insurance Agent; help clients with their retirement needs in relation to long term card, life insurance and benefits needs throughout their retirement. Help with documentation between business owners and the state, accept legal documents for the business during business hours; Start 4/2018; 30 hrs/mo; 10 hrs/mo during trading.

(2) GOLDEN OUTLOOK INSURANCE AGENCY; Insurance Agency; Not Investment Related; 1382 North Street, Pittsfield, MA 01201; Agent; Provide information about Medicare, Advantage and Medicare supplements; start 6/2/2022; 2 hrs/mo,1 hr/mo during trading.

(3) CITY OF PITTSFIELD; Incorporated Municipality; Not investment related; 70 Allen St, Pittsfield, MA 01201; Firefighter; Fight fire and respond to emergencies within the city of Pittsfield and Barkshire county; start 9/21/2015; 160 hr/mo, 44 hr/mo during trading.

(4) FAITH 2 FAITH MINISTRIES, INC.; Non-profit; Not investment related; P.O. Box 510; New London, CT, 06320; Treasurer; Look over annual statements and the tax forms. Assisting in decisions for the non-profit; Start 1/1/2020; 2 hr/mo, 0 during trading.

(5) NEISHLOSS & FLEMING, LLC; Insurance; Non investment related; 501 Technology Drive, # 310, Canonsburg, PA 15317; Agent; Help clients find the right medicare provider. I provide information about each plan. I represent and help them enroll with the plan chosen by them; Start 1/30/2023; 3 hr/mo, 1 during trading.

(6) POOR RICHARD'S FINANCIAL LITERACY; Non-profit/Educational; Not investment related; 41 Sylvan Rd, New Britain, CT 06053; Manager; We educate people and give them a wide financial understanding of personal issues and concepts facing the average person today; Start 1/1/2019; 2 hr/mo, 1 hr/mo during trading.

(7) SOCIETY OF FINANCIAL AWARENESS (SOFA); Non-Profit/Educational; 3655 Ruffin Road, Suite 230; San Diego, CA 42123; Not investment related; Member; Provide financial & educational information for employees and the public; Start 1/1/2023; 2 hr/mo, 2 hr/mo during trading.

(8) Pittsfield RE Investing LLC; Not investment related; 1382 North Street, Pittsfield, MA 01201; Real Estate Investing; Managing Member; I invest into real estate throughout Berkshire County, rent out units and fix up properties, maximizing their value; Start 6/26/2023; 10 hr/mo, 10 hr/mo during trading.

Similar Advisors

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

NEW YORK, NY · CRD#

Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#

Timothy Christopher Hughes

Timothy Christopher Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

Scottsdale, AZ · CRD#

Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#

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 - SEC (11/23/2001 Approved)

Arizona

Registered Investment Advisory firm - Arizona (12/4/2001 Terminated)

Florida

Registered Investment Advisory firm - Florida (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.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Connecticut
(5/11/2023)

RR

Massachusetts
(5/11/2023)

IAR

Massachusetts
(5/24/2023)

RR

New Hampshire
(11/20/2025)

RR

New Jersey
(5/11/2023)

RR

New York
(5/11/2023)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2021About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2021About the Series 65 exam

Series 7TO — General Securities Representative Examination

Passed Nov 2022About the Series 7TO exam

Series 22TO — Direct Participation Programs Representative Examination

Passed Sep 2022About the Series 22TO exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Oct 2021About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Jul 2021About the SIE exam

FINRA

SRO Registrations

Similar Advisors

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

NEW YORK, NY · CRD#

Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#

Timothy Christopher Hughes

Timothy Christopher Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

Scottsdale, AZ · CRD#

Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#

CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

Similar Advisors

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

NEW YORK, NY · CRD#

Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#

Timothy Christopher Hughes

Timothy Christopher Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

Scottsdale, AZ · CRD#

Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#

JC

Follow Jonathan

Get alerted to job moves, licensing changes, and new disclosures

Free — no card required