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J.W. Cole Financial, Inc. logo

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

Minus sign iconPlus sign icon
  • United States Of America
    130

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

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

J.W. Cole Financial, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Support
  • Business
  • Legal
  • Other
  • Community & Social Services

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

Name
Title
Contact
Location
Last Update
  • Aml Compliance Officer at J.W. Cole Financial, Inc.
    J. M.
    Aml Compliance Officer
    Mobile Phone
    Oct 22, 2024
  • Creative Marketing Producer at J.W. Cole Financial, Inc.
    Z. G.
    Creative Marketing Producer
    Mobile Phone
    Mar 11, 2026
  • Director Of Transitions & Sales Support at J.W. Cole Financial, Inc.
    C. C. J.
    Director Of Transitions & Sales Support
    Mobile Phone
    Jun 25, 2026
  • Vp Risk, Compliance And Strategic Initiatives at J.W. Cole Financial, Inc.
    L. M.
    Vp Risk, Compliance And Strategic Initiatives
    Mobile Phone
    Jun 08, 2026
  • Supervisor - Custody And Clearing at J.W. Cole Financial, Inc.
    M. M.
    Supervisor - Custody And Clearing
    Mobile Phone
    Sep 11, 2026
  • Commissions - Senior Manager at J.W. Cole Financial, Inc.
    R. D.
    Commissions - Senior Manager
    Mobile Phone
    Mar 25, 2026
  • Employee at J.W. Cole Financial, Inc.
    C. S.
    Mobile Phone
    Jul 07, 2024
  • Employee at J.W. Cole Financial, Inc.
    C. C.
    Mobile Phone
    Oct 22, 2025
  • Employee at J.W. Cole Financial, Inc.
    C. S.
    Mobile Phone
    Jul 16, 2025
  • Employee at J.W. Cole Financial, Inc.
    G. P.
    Mobile Phone
    Jul 07, 2024

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 and operates in the Financial Services industry. You can contact J.W. Cole Financial, Inc.'s 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 First.Last@jw-cole.com. 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 107 employees as of August 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of August 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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