J. W. COLE ADVISORS, INC.

4301 Anchor Plaza Parkway
Suite # 450
Tampa, Florida 33634
Tel: (813) 935-6776

About J. W. COLE ADVISORS, INC.

J W COLE ADVISORS, INC, formally registered with the SEC as J W COLE ADVISORS, INC. The firm was established in 11/23/2001. They have over 389 offices throughout the country.

J. W. COLE ADVISORS, INC. is a Tampa, Florida based Financial Planning firm with nearly $5,735,868,013 assets under management, offering retirement planning & investment advisory services to 25612 clients. The firm is staffed with 512 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112294
SEC#	801-60722
Assets Managed by Firm	$5,735,868,013
No. of Clients	25612
No. of Advisors	512

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops
Other (HOURLY & FIXED RATE CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	25612	$5,735,868,013
Individuals (other than high net worth individuals)	23453	$3,569,385,596
High net worth individuals	1873	$1,899,101,223
Pension and profit sharing plans	7	$1,532,752
Charitable organizations	23	$72,328,668
Corporations or other businesses	256	$193,519,774

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