Insights

Strong Financial Presence J.W. Cole Financial operates with a revenue range of 100 to 250 million dollars, positioning it as a sizable independent broker-dealer with significant market reach and growth potential within the financial services industry.

Active Investment Strategies The company consistently invests in diverse asset classes including ETFs, energy, technology, and private credit funds, indicating an openness to expanding its investment portfolios and exploring innovative financial products.

Recent Market Movements Recent acquisitions of stakes in high-yield ETFs, major corporations like Garmin and Suncor Energy, and alternative funds suggest opportunities to tailor product offerings that align with their strategic investment approach.

Technology Utilization Employing modern tech stacks including Auth0, Nginx, and Google Tag Manager demonstrates a commitment to technological integration, providing avenues for sales discussions around advanced fintech solutions, cybersecurity, and client engagement tools.

Growth Focus With a dedicated network of financial advisors and a mission centered on partner success, J.W. Cole shows potential for developing customized advisor-support solutions, training programs, or scalable financial technology enhancements to support their growth objectives.

J.W. Cole Financial, Inc. Tech Stack

J.W. Cole Financial, Inc. uses 8 technology products and services including jsDelivr, Font Awesome, Auth0, and more. Explore J.W. Cole Financial, Inc.'s tech stack below.

jsDelivr

Content Delivery Network

Font Awesome

Font Scripts

Auth0

Identity Verification

Modernizr

Javascript Libraries

AOS

Javascript Libraries

X-XSS-Protection

Security

Google Tag Manager

Tag Management

Nginx

Web Servers

J.W. Cole Financial, Inc. Email Formats	Example	Percentage
First.Last@jw-cole.com	John.Doe@jw-cole.com	94%
FLast@jw-cole.com	JDoe@jw-cole.com	3%
Fir.Last@jw-cole.com	Joh.Doe@jw-cole.com	1%
Last@jw-cole.com	Doe@jw-cole.com	2%

J.W. Cole Financial, Inc. Email Formats

Example

Percentage

First.Last@jw-cole.com

John.Doe@jw-cole.com

94%

FLast@jw-cole.com

JDoe@jw-cole.com

Fir.Last@jw-cole.com

Joh.Doe@jw-cole.com

Last@jw-cole.com

Doe@jw-cole.com

Frequently Asked Questions

Where is J.W. Cole Financial, Inc.'s headquarters located?

J.W. Cole Financial, Inc.'s main headquarters is located at Tampa, Florida 33634 United States. The company has employees across 1 continents, including North America.

What is J.W. Cole Financial, Inc.'s phone number?

You can contact J.W. Cole Financial, Inc.'s main corporate office by phone at

+1-813-935-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is J.W. Cole Financial, Inc.'s official website and social media links?

J.W. Cole Financial, Inc.'s official website is jw-cole.com and has social profiles on LinkedIn.

What is J.W. Cole Financial, Inc.'s SIC code NAICS code?

J.W. Cole Financial, Inc.'s SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does J.W. Cole Financial, Inc. have currently?

As of March 2026, J.W. Cole Financial, Inc. has approximately 107 employees across 1 continents, including North America. Key team members include Chief Financial Officer: F. F.Chief Growth Officer: R. D.Chief Operating Officer: T. P.. Explore J.W. Cole Financial, Inc.'s employee directory with LeadIQ.

What industry does J.W. Cole Financial, Inc. belong to?

J.W. Cole Financial, Inc. operates in the Financial Services industry.

What technology does J.W. Cole Financial, Inc. use?

J.W. Cole Financial, Inc.'s tech stack includes jsDelivrFont AwesomeAuth0ModernizrAOSX-XSS-ProtectionGoogle Tag ManagerNginx.

What is J.W. Cole Financial, Inc.'s email format?

J.W. Cole Financial, Inc.'s email format typically follows the pattern of First.Last@jw-cole.com. Find more J.W. Cole Financial, Inc. email formats with LeadIQ.

When was J.W. Cole Financial, Inc. founded?

J.W. Cole Financial, Inc. was founded in 1998.

J.W. Cole Financial, Inc.

Q: What is J.W. Cole Financial, Inc.'s official website and social media links?

J.W. Cole Financial, Inc.'s official website is jw-cole.com. J.W. Cole Financial, Inc. has social profiles on LinkedIn.

Q: How many employees does J.W. Cole Financial, Inc. have currently?

J.W. Cole Financial, Inc. has approximately 107 employees.

Q: What technology does J.W. Cole Financial, Inc. use?

J.W. Cole Financial, Inc.'s tech stack includes FitVids.js, Tiny Slider, Cloudflare CDN, jQuery, PHP.

Financial ServicesFlorida, United States51-200 Employees

Our Mission Statement - J. W. Cole’s existence is solely dependent on its partner Advisors. When they succeed, we succeed. Our mission is to help our partners build great businesses.

About J.W. Cole Financial, Inc.

J.W. Cole Financial, Inc., Member FINRA /SIPC is a full service independent broker/dealer offering a wide array of general securities, investment products, and insurance services.

With Financial Advisors throughout the U.S., our main objective is to provide them with the best products and services available in the financial services industry so that they can successfully service their clients' needs.

Whether it is the relationship between the home office and the Financial Advisor or the Financial Advisor and the client, listening and comprehending the needs of those that work with us is key for the continued growth of J.W. Cole.

Insights

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