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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
131

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  • United States Of America
    131

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

  • Stylized image of a person
    F. F.
    Chief Financial Officer
    Phone icon
    Mobile Phone
  • 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
    G. H.
    Vice President Of Financial Operations
    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
    M. M.
    Vice President - Operations And Sales Support
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. L.
    President Of Eng Financial
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. H.
    Founder & Principal
    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
    G. H.
    Vice President Of Financial Operations
    Phone icon
    Mobile Phone
    United StatesFlorida
    May 28, 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
    M. M.
    Vice President - Operations And Sales Support
    Phone icon
    Mobile Phone
    UNITED STATES
    Nov 22, 2024
  • Stylized image of a person
    R. Z.
    Director Of Commissions
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 01, 2026
  • Stylized image of a person
    D. O.
    Osj Principal/ Relationship Manager
    Phone icon
    Mobile Phone
    Feb 28, 2026
  • Stylized image of a person
    T. S.
    Rm Manager
    Phone icon
    Mobile Phone
    United StatesFlorida
    Mar 11, 2026
  • Stylized image of a person
    J. S.
    Office Manager
    Phone icon
    Mobile Phone
    United StatesFlorida
    Feb 18, 2026
  • Stylized image of a person
    A. M.
    Relationship Manager
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 17, 2024
  • Stylized image of a person
    E. D.
    Relationship Manager
    Phone icon
    Mobile Phone
    United StatesFlorida
    Aug 05, 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 operates in the Financial Services industry. The company's main headquarters is located in Tampa, Florida 33634 United States; 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 102 employees as of May 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 May 2026, J.W. Cole Financial, Inc.'s key employees include:

  • Chief Financial Officer: F. F.
  • Chief Growth Officer: R. D.
  • Chief Operating Officer: T. P.
  • Vice President Of Financial Operations: G. H.
  • Vice President Of Advisor Solutions: J. C.

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