JW Cole Financial
Finance · Florida, United States · 51-200 Employees
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Overview
Headquarters
4301 Anchor Plaza Pkwy Ste 450, Tampa, F...Phone Number
(813) 935-6776Website
www.jw-cole.comRevenue
$10.7 MillionIndustry
ZI Rank: 3
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
3
3
3
3
4
3
About JW Cole Financial
J.W. Cole is an Independent Broker-Dealer, Registered Investment Advisor, and Insurance Marketing Company that focuses on supporting Relationship-Driven, Client-Centric, and Independent Financial Professionals. The company aims to help these advisors build successful businesses that positively impact their clients' lives. J.W. Cole offers a range of services including business consulting, compliance, and operations support, while emphasizing personalized service and independence. Founded in 1998 and headquartered in Tampa, FL, J.W. Cole is committed to fostering a culture of honesty and integrity among its advisors.Explore more
JW Cole Financial Org Chart
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Activity Insights
JW Cole Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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JW Cole Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about JW Cole Financial.
JW Cole Financial financials insights
Gather financial insights about JW Cole Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
JW Cole Financial Tech Stack
A closer look at the technologies used by JW Cole Financial
Most Recent Scoops
Facilities Relocation / Expansion
JW Cole Financial is planning to move its offices in October 2021. The move will impact approximately 50 employees at their existing office located at 4301 Anchor Plaza Parkway, Suite # 450, Tampa, FL.
Management Move
Executive Move
JW Cole Financial has announced that Andrea Baase has been appointed as Senior Regulatory Compliance Officer.
Executive Moves
Funding
JW Cole Financial has received an SBA PPP loan for $350,000-1 million from Valley National Bank.
Funding
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Frequently Asked Questions Regarding JW Cole Financial
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J.W. Cole is an Independent Broker-Dealer, Registered Investment Advisor, and Insurance Marketing Company that focuses on supporting Relationship-Driven, Client-Centric, and Independent Financial Professionals. The company aims to help these advisors build successful businesses that positively impact their clients' lives. J.W. Cole offers a range o... Read More
