AdFi
JW

J. W. COLE Advisors, Inc.

SEC Registered
Assets Under Management
$5B–$25B
Office Locations
25 offices
Total Accounts
31247

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Leadership

John Richard Carlson
PRESIDENT/OWNER/CEO/CFO
Jwc Wealth Partners
OWNER

Office locations

25 offices in 12 states
FL
TampaHQ
PA
Palmyra
TX
Tomball
PA
State College
CO
Colorado Springs
FL
Clearwater
FL
Hobe Sound
FL
Ft Meyers
WI
Onalaska
FL
Gainesville
HI
Honolulu
IN
Bloomington
FL
Tampa
IN
Bedford
FL
Ponte Vedra Beach
FL
Winter Springs
NY
Red Hook
FL
Rockledge
FL
Palm Bay
NE
Omaha
PA
White Oak
CA
Irvine
MN
Eden Prarie
UT
Salt Lake City
FL
Naples

Advisors at this firm

Showing 100 of 494

Susan Mindy Hurschman
Investment Adviser Representative
Dual-registered
Douglas George Thompson
Investment Adviser Representative
Dual-registered
Stuart Farrell Ettingoff
Investment Adviser Representative
Dual-registered
Jerry Halstead
Investment Adviser Representative
Dual-registered
Edward Andrews Castleberry
Investment Adviser Representative
Dual-registered
Robert Andrew Kopp Jr
Investment Adviser Representative
Dual-registered
Edward Leonard Fredericks
Investment Adviser Representative
Dual-registered
Ronald John Campbell
Investment Adviser Representative
Investment Adviser Representative
Joseph Anthony Stumbroski
Investment Adviser Representative
Dual-registered
Michael Joseph Fioroni
Investment Adviser Representative
Dual-registered
Alan Edward Mott
Investment Adviser Representative
Investment Adviser Representative
Alan Jeffery Kasser
Investment Adviser Representative
Dual-registered
William Kermit Hall
Investment Adviser Representative
Dual-registered
Anthony Francis Blair
Investment Adviser Representative
Dual-registered
Philip John Sprague
Investment Adviser Representative
Dual-registered
Vernon Grant Stewart
Investment Adviser Representative
Investment Adviser Representative
Douglas Wayne Johnson
Financial Professional
Nicholas Samuel Accordino Jr
Investment Adviser Representative
Dual-registered
Robert Barley Jr.
Investment Adviser Representative
Dual-registered
Jeffrey John Chapman
Investment Adviser Representative
Dual-registered
Melissa Shaw Jones
Investment Adviser Representative
Dual-registered
Nancy Lynn Beck
Investment Adviser Representative
Dual-registered
Joseph Alfred Ferron III
Investment Adviser Representative
Dual-registered
Robert William Tiller
Investment Adviser Representative
Dual-registered
Jean Paulette Larsen
Investment Adviser Representative
Dual-registered
Steven Patrick Ford
Investment Adviser Representative
Investment Adviser Representative
William Steven McArthur
Investment Adviser Representative
Dual-registered
Michael Lewis Hughes
Investment Adviser Representative
Dual-registered
John Ernest Sebastian
Investment Adviser Representative
Dual-registered
John Edward Pickarski
Investment Adviser Representative
Dual-registered
John Lawrence Sciancalepore
Investment Adviser Representative
Dual-registered
Paul Louis Thiels
Investment Adviser Representative
Dual-registered
James Carl Sprecher
Investment Adviser Representative
Dual-registered
Craig Anthony Rosenberg
Investment Adviser Representative
Dual-registered
Bradley Neil Zucker
Investment Adviser Representative
Investment Adviser Representative
Jocinta Nina White Powell
Investment Adviser Representative
Dual-registered
Eric Stanley Springer
Investment Adviser Representative
Investment Adviser Representative
Michael Charles Reinhart
Investment Adviser Representative
Investment Adviser Representative
Peter D. Horwitch
Investment Adviser Representative
Dual-registered
John Andrew Hasslacher
Investment Adviser Representative
Dual-registered
Doran Calvin James
Investment Adviser Representative
Dual-registered
Eric Allen Beadle
Investment Adviser Representative
Dual-registered
Diane Louise Matelsky-Lieberman
Investment Adviser Representative
Dual-registered
Michael Robert Majhanovich
Investment Adviser Representative
Dual-registered
Steven Craig Serinsky
Investment Adviser Representative
Dual-registered
Paul Mario Avila
Investment Adviser Representative
Dual-registered
Richard Paul Sabo
Investment Adviser Representative
Dual-registered
Curtis Van Cloke
Investment Adviser Representative
Dual-registered
David Winston Crist
Investment Adviser Representative
Dual-registered
Angela Sue Granata
Investment Adviser Representative
Dual-registered
Martin Dennis Ian Barinaga
Investment Adviser Representative
Dual-registered
John G Lewis III
Investment Adviser Representative
Dual-registered
Stephen Thomas Hartman Sr
Investment Adviser Representative
Dual-registered
Douglas Leonard Wright
Investment Adviser Representative
Investment Adviser Representative
Karen S. K. Roberts
Investment Adviser Representative
Dual-registered
John Thomas Pharr Jr
Investment Adviser Representative
Dual-registered
Michael John Vanhorenbeck
Investment Adviser Representative
Dual-registered
Craig Nelson Towle
Investment Adviser Representative
Investment Adviser Representative
Patti Diane May
Investment Adviser Representative
Investment Adviser Representative
Eugene West
Investment Adviser Representative
Dual-registered
Michael Vincent Valencia
Investment Adviser Representative
Dual-registered
Gary Francis Shondeck
Investment Adviser Representative
Dual-registered
Thomas Francis Eacott
Investment Adviser Representative
Dual-registered
Douglas John Collier
Investment Adviser Representative
Dual-registered
Barrington Darby Brower
Investment Adviser Representative
Dual-registered
Byron Keith Crosby
Investment Adviser Representative
Dual-registered
Robert Joseph O'Carroll
Investment Adviser Representative
Dual-registered
Marwan 'Mark' Yacoub Yacoub
Investment Adviser Representative
Dual-registered
Christopher Bradley Milton
Investment Adviser Representative
Dual-registered
Don Wesley Salter
Investment Adviser Representative
Dual-registered
Thomas Paul Brewer
Investment Adviser Representative
Dual-registered
David Patrick Leathers
Investment Adviser Representative
Dual-registered
John Nunzio Nanni
Investment Adviser Representative
Dual-registered
Dianne Therese Fay
Investment Adviser Representative
Dual-registered
William David Williams
Investment Adviser Representative
Dual-registered
Andrew Michael Padgett
Investment Adviser Representative
Dual-registered
Manos Guy Cito
Investment Adviser Representative
Dual-registered
Mark Richard Colgan
Investment Adviser Representative
Dual-registered
David Andrew Maus
Investment Adviser Representative
Dual-registered
Todd Michael Woodard
Investment Adviser Representative
Dual-registered
David Keith Hays
Investment Adviser Representative
Dual-registered
Kirk Allen Bergin
Investment Adviser Representative
Investment Adviser Representative
Sandra Renee Worsham
Investment Adviser Representative
Dual-registered
James Henry Amick Jr.
Investment Adviser Representative
Dual-registered
Fernando Fussa Ocasio
Investment Adviser Representative
Dual-registered
Brian John Groh
Investment Adviser Representative
Dual-registered
Charles Raymond Henderson III
Investment Adviser Representative
Dual-registered
Michael Thomas Fidler
Investment Adviser Representative
Dual-registered
Richard Warren Bird
Investment Adviser Representative
Dual-registered
Betty Jane Wellhoefer Hill
Investment Adviser Representative
Dual-registered
Tony Randal Wahl
Investment Adviser Representative
Dual-registered
Joseph Andrew Gordon
Investment Adviser Representative
Dual-registered
Shelly Wentz-Fackler
Investment Adviser Representative
Dual-registered
Howard Darrell Timberlake
Investment Adviser Representative
Dual-registered
Robert Grahn Teneyck
Investment Adviser Representative
Dual-registered
Joseph Charles Virga
Investment Adviser Representative
Dual-registered
Elizabeth Ann Belisle
Investment Adviser Representative
Dual-registered
Richard Wayne Ramsay
Investment Adviser Representative
Dual-registered
Richard Alfred Lamore
Investment Adviser Representative
Dual-registered
Mary Gene Wilcox
Investment Adviser Representative
Dual-registered

Regulatory & compliance

CRD number
#112294
SEC Number
801-60722
Disciplinary History
Yes
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly / Flat Fee
Minimum: $10,000 (waivable)

Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. J. W. COLE Advisors, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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J. W. COLE Advisors in Tampa, FL - Fees, Services & Advisors