firm profile
J. W. Cole Advisors, Inc.
Overview
J. W. Cole Advisors, Inc. is an SEC registered investment adviser based in Tampa, FL, registered since 2001. It reports $8.2B in assets under management across 31,247 accounts, with 550 employees. It has 482 investment adviser representatives.
- Reported AUM
- $8.2B
- Discretionary
- 82%
- Accounts
- 31,247
- Average account
- $264K
- Employees
- 550
- Advisory reps
- 482
- Registered since
- 2001
- Jurisdictions
- 52
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 3
- Kurt Walker Lofgren Chief Compliance Officer CRD 3048472
- Todd James Pack Chief Operating Officer CRD 2795590
- Robert Julian Wood Executive Vice President CRD 3217809
Advisory reps 3 of 482
- Nicholas S Accordino Jr. Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1340988
- Nicholas J Adams Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6999401
- Kathleen Marie Alber Investment Adviser Rep CRD 3028419
479 more advisory 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
Registrations
- SEC registered
- Registered in 52 jurisdictions
- Website: jw-cole.com
Every state, with registration dates
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