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J.W. Cole Financial, Inc. Employee Directory

Financial ServicesFlorida, United States51-200 Employees

J.W. Cole Financial, Inc. operates as a full-service independent broker/dealer in the financial services sector, is based in Tampa, Florida, and is a member of FINRA and SIPC. It serves financial advisors across the United States by providing a broad range of general securities, investment products, and insurance services, with a mission to support partner advisors so they can build their businesses.

The company emphasizes the continuity of relationships among the home office, the financial advisor, and the client, with a focus on listening to the needs of those who work with it to enable growth. Positioned as a nationwide platform within the financial services industry, it aims to supply tools and services that help advisors meet their clients' needs. In 2025, J.W. Cole Advisors, Inc. participated in an industry event related to the Invesco BulletShares 2025 High Yield Corporate Bond ETF.

Find J.W. Cole Financial, Inc. employees' phone numbers or email addresses

J.W. Cole Financial, Inc. Global Highlights

Location
Employees

North America
130

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  • United States Of America
    130

J.W. Cole Financial, Inc.'s Leadership

  • Stylized image of a person
    R. D.
    Chief Growth Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. P.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. C.
    Vice President Of Advisor Solutions
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. M.
    Vp Risk, Compliance And Strategic Initiatives
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. J.
    Executive Vice President, Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. M.
    Vice President, Financial Advisor, Advisor Solutions Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. O.
    Osj Principal/ Relationship Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. G.
    Aml Compliance Officer
    Phone icon
    Mobile Phone

J.W. Cole Financial, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Support
  • Business
  • Legal
  • Other

Contact profiles from J.W. Cole Financial, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. D.
    Chief Growth Officer
    Phone icon
    Mobile Phone
    Jun 27, 2026
  • Stylized image of a person
    C. J.
    Executive Vice President, Partner
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    T. P.
    Chief Operating Officer
    Phone icon
    Mobile Phone
    Jun 03, 2026
  • Stylized image of a person
    D. M.
    Vice President, Financial Advisor, Advisor Solutions Specialist
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    J. C.
    Vice President Of Advisor Solutions
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    D. O.
    Osj Principal/ Relationship Manager
    Phone icon
    Mobile Phone
    Feb 28, 2026
  • Stylized image of a person
    J. G.
    Aml Compliance Officer
    Phone icon
    Mobile Phone
    Apr 17, 2026
  • Stylized image of a person
    A. C.
    Electrical Designer
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    D. R.
    Brokerage Services
    Phone icon
    Mobile Phone
    Apr 23, 2025
  • Stylized image of a person
    J. F.
    Wealth Advisor
    Phone icon
    Mobile Phone
    May 12, 2025

Frequently Asked Questions

What is J.W. Cole Financial, Inc. known for?

Minus sign iconPlus sign iconJ.W. Cole Financial, Inc. was founded in 1998 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-813-935-****
. Explore J.W. Cole Financial, Inc.'s company overview page for more information.

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

Minus sign iconPlus sign iconJ.W. Cole Financial, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more J.W. Cole Financial, Inc. email formats with LeadIQ.

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

Minus sign iconPlus sign iconJ.W. Cole Financial, Inc. has approximately 106 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are J.W. Cole Financial, Inc.'s key employees and leadership?

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As of July 2026, J.W. Cole Financial, Inc.'s key employees include:

  • Chief Growth Officer: R. D.
  • Chief Operating Officer: T. P.
  • Vice President Of Advisor Solutions: J. C.
  • Vp Risk, Compliance And Strategic Initiatives: L. M.
  • Executive Vice President, Partner: C. J.

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