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FIRM PROFILE
Overview
J.W. COLE FINANCIAL, INC. is located at 4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 and was first established at Florida, Florida in 10/14/2002. After operating for 23 years, J.W. COLE FINANCIAL, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of J.W. COLE FINANCIAL, INC.’s clients are individuals and 0% of their clients are high net worth individuals. J.W. COLE FINANCIAL, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at J.W. COLE FINANCIAL, INC. are registered to handle securities or provide financial advice. The firm has 2 disclosures, 1 being regulatory events, 0 being client events, and 1 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access J.W. COLE FINANCIAL, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at J.W. COLE FINANCIAL, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for J.W. COLE FINANCIAL, INC. Comes From
Understanding the Statistics for J.W. COLE FINANCIAL, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
4301 Anchor Plaza Parkway 4th Floor, Tampa, FL 33634
Large
(813) 935-6776
Florida since 10/14/2002
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
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Advisor's working at J.W. COLE FINANCIAL, INC.
Christy Hawthorne
Wendy Meyer
Brandon Hatcher
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