J.W. Cole Financial, Inc.
Firm details
- Headquarters
- Tampa, Florida
- CRD number
- 124583
- Registered since
- April 30, 2003
- Website
- www.jw-cole.com
Firm profile
FINTRXOverview
J.W. Cole Financial, Inc. is a corporation registered with the SEC since 2003 and is organized as an independent broker-dealer. Ownership is identified as a mix of a domestic entity and an individual. The firm is not classified as a capital allocator and does not identify as an active ESG investor. It is also not designated as a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser. Available summary fields for client types, fee structure, business activities and advisory activities were not provided in the source data.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 17
Heather Calla
Founder & CEOCRD 5216759
Daniel Hays
Chief Compliance OfficerCRD 4332513
Michael Pickarski
CEO and Retirement PlannerCRD 6020000
Contacts
3 of 536
John Kennedy
Partner, Senior Wealth AdvisorCRD 5644048
Trevor Johnson
Investment Advisor RepresentativeCRD 5654568
Steven Foster
Founder & Wealth AdvisorCRD 5670420
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tampa, FL
Hillsborough
Location
Tampa, FL
Headquartered in Tampa, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 4301 Anchor Plaza Pkwy
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
First Liberties Financial
Broker-DealerTampa, FL
Assuredpartners Financial Services
Broker-DealerTampa, FL
Skyway Capital Markets, LLC
Broker-DealerTampa, FL
Crosstree Capital Securities, LLC
Broker-DealerTampa, FL
CEA Atlantic Advisors, LLC
Broker-DealerTampa, FL
Trinity Wealth Securities, L.L.C.
Broker-DealerTampa, FL