J. W. Cole Advisors, INC.
Tampa, FL·SEC-registered · CRD #112294
J. W. Cole Advisors, INC. is an SEC-registered investment advisory firm in Tampa, FL managing $8.2B across 36k client accounts, with 468 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$8.2B
Client accounts
36k
Advisory staff
468
Fee model
Fee-based
How J. W. Cole Advisors, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about J. W. Cole Advisors, INC.
How much does J. W. Cole Advisors, INC. manage?
Per its most recent SEC Form ADV filing (03/31/2026), J. W. Cole Advisors, INC. reports $8.2B in regulatory assets under management across roughly 36k client accounts.
How does J. W. Cole Advisors, INC. charge?
J. W. Cole Advisors, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is J. W. Cole Advisors, INC. a fiduciary?
Yes. J. W. Cole Advisors, INC. is registered with the U.S. Securities and Exchange Commission (CRD #112294), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is J. W. Cole Advisors, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks J. W. Cole Advisors, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Tampa, FL
Profile compiled from J. W. Cole Advisors, INC.'s public SEC Form ADV filing (CRD #112294, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of J. W. Cole Advisors, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with J. W. Cole Advisors, INC.? Claim this profile.