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firm profile

J.W. Cole Financial, Inc.

BD Tampa, FL CRD 124583 Last verified October 2026

Overview

J.W. Cole Financial, Inc. is a Broker Dealer based in Tampa, FL, formed in 2002 in Florida. Its 550 registered representatives work across 265 branch offices in 39 states.

Registered reps
550
Branch offices
265
Formed
2002
Jurisdictions
52

Contact

1 phone number on file

Practice

Products and services
  • Alternative Investments
  • Corporate Bonds
  • Derivatives
  • Insurance
  • Kiosk Activities - Bank
  • Limited Partnerships Primary Distributions
  • Municipal Securities Broker
  • Municipal Securities Dealer
  • Mutual Fund/Retailer
  • Mutual Funds
  • Non-Enchange Member Transactions
  • Options
  • 8 more

Executive officers 3 of 5

  • Robert Julian Wood Treasurer, Secretary, General Partner CRD 3217809
  • Eugene West Designated Municipal Securities Principal, Registered Options and Security Futures Principal CRD 2059974
  • Fernando Fussa Ocasio Chief Financial Officer, Financial And Operations Principal CRD 2471569

2 more executive officers, with direct contact details

Registered reps 3 of 550

547 more registered reps, with emails, phones and branch locations

Location

Headquarters
4301 Anchor Plaza Pkwy Ste 450
Tampa, FL 33634
County
Hillsborough
Metro area
Tampa-St. Petersburg-Clearwater, FL
Region
South
Branch offices
265 in 39 states, including Clearwater, FL, Scottsdale, AZ and Grand Rapids, MI

Registrations

  • FINRA member, corporation formed in Florida
  • Registered in 52 jurisdictions
  • Website: jw-cole.com

Every state, with registration dates

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