Building Better Businesses
JW Cole is an independent, full-service Broker/Dealer with home office locations in both Florida and California. Our Advisors have offices across the country and operate many different business models. J.W. Cole was founded by retail Advisors who built exactly what they were looking for in a Broker/Dealer partnership.
- Happy Friday! We love our break room (aka J.W. Cafe) where we use dry erase boards to get to know each other better. Senior Compliance Officer Allyson was quick to answer this question!
What song always puts YOU in a ... - Sorry we missed you last Friday; we were busy saying our goodbyes to our summer intern, Kristi!
- Happy Friday indeed!! South Florida sales support specialist Chantal enjoying her surprise bridal shower at the office today! Fun fact about the upcoming nuptials: Chantal met her future husband at J. W. Cole!
- Happy early birthday (July 15th) to our very own Lucy Ortiz, shown here with the rest of the brokerage team! We are so lucky to have Lucy as a part of our JWC Family!
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- Happy Friday from the lumberjacks (and Jills!) of J. W. Cole! The relationship management teams from our Tampa office had a team outing yesterday which we have appropriately named J. W. Chop!
- Our summer intern Kristi is taking full advantage of our lending library! What's your favorite book?
- From the Super Dads of J. W. Cole to the super dads of your lives, Happy Father’s Day weekend! #jwcole
- Our 2018 Women of Cole have taken over Boston! Tonight they’re enjoying a Legal Seafood feast as a 5-Year celebration of The Women of Cole! What an amazing day of learning from some of our industry’s best... Time to celebrate, ...
- We honor the memory of service members and their families who have sacrificed to protect the freedom we enjoy. Enjoy a safe holiday!
- Our Advisor Solutions department served our National Financial department dinner tonight! Winning an office contest has its privileges 🍽
- We have some J.W. Cole employee birthdays this weekend!
Melissa R.,VP of Operations, celebrates her special day tomorrow. 🎉
Aaron V., Compliance Analyst, celebrates his big day on Sunday. 🎊
We appreciate you and hope you both enjoy your weekend ... - There's a very special group of Advisors here at J.W. Cole Financial. We'd like to show our appreciation for the Women of J.W. Cole with this #flashbackfriday moment from our 2017 Women of Cole event in Traverse City, MI! We'll ...
- Did you think we forgot? Our compliance Advisor, Ily N., wants you to have a safe weekend. Happy Friday!
- Some of JWCole's best visited our Tampa office where the first JWC Showcase took place. We'd like to recognize our winners for their unmatched creativity! Congrats to our NFS team with their wining theme: "Greatest Show at JW Cole". You ...
- Photos from J. W. Cole Financial, Inc.'s post Some of J.W. Cole’s best and brightest are investing in themselves and their businesses at the Retirement Income Summit. And when in Chicago, you’ve got to stop by Harry Caray’s! #2018RIS
J. W. Cole Financial, Inc. added 2 new photos ... - Next to every great team is the administrative team picking up the pieces to make sure it all falls into place!
We'd like to shine some light on our administrative team for Administrative Appreciation Day today! Thanks for all your ... - It’s Friday and our Transitions Team is spinning things up 🤪 (Carol M. & Amber L.) #happyfriday
- "In a world where products and services are plentiful and companies are fighting for attention and positions in the marketplace, a good client experience strategy is a competitive advantage." - Forbes
Read into how J.W. Cole Advisor, Susan Hurschman of ... - “When we heal the earth, we heal ourselves”-David Orr
Our Tampa home office teamed up for the 2nd Annual JWCoastal Cleanup in partner with Keep Pinellas Beautiful & Salty Soul!
In total, there were 95 volunteers & 295+ pounds of ... - Did you miss us? No worries, our Cashiering & Investment Specialist, Nina M., is here to help you kick off the weekend! #HappyFriday
- Jerry Todd 2017 Community Inspiration Award Honoree "Though they are independent, our Advisors' efforts reflect our own." ~ John Carlson
Hear about Jerry and Lisa Todd's personal journey and work with the National MPS Society. We are grateful for the opportunity to support their efforts to hel... - David W. Parsons 2017 Community Inspiration Award Honoree "J.W. Cole is proud to have such a great group of Advisors who recognize the need to be involved in their communities. When they succeed, we succeed!" ~ RJ Wood, JWC Principal
Discover how David Parsons, founder of Wall Street ... - Guess what day it is? It's JWCollege day! Thank you to today's wonderful group of students. Class is in session! #JWCollege
- Help us welcome some of our new Tampa home office employees this week: Gene, Taylor and Clark. Happy Friday!
- "Nothing is impossible, the word itself says, 'I'm possible'!"- Audrey Hepburn
- Indie BDs Dominate as Tech Rises and Brands Fall | ThinkAdvisor "Industry researcher Cerulli predicts that in the next few years, there will be more Advisors and assets in the independent channel than in traditional Wall Street brokerage firms. The breakaway broker phenomenon is alive, well and growing fast." -ThinkAdvisor.com
How ... - Top of the morning to ya! South Florida Sales Support Specialist, Chantal J.,is ready for St.Patty's day this weekend. Are you? Happy Friday!
- "When you come to the end of your rope, tie a knot, and hold on!" - Franklin D. Roosevelt
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