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.
- 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 ... - We think it’s safe to say our Advisory team (Clark M. & Rory C) is ready for the weekend...
Keep Calm Guys, It’s Friday! #happyFriday - “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
- It's Friday & our NFS team brought their A-game! How about you? #happyFriday
- Let me tell you the secret that has led me to my goals: my strength lies solely in my tenacity - Louis Pasteur, French Chemist & Microbiologist
- Two of J.W. Cole's finest, David Parsons and Jerry Todd, were honored with Community Inspiration Awards by AssetMark! Congratulations!!
- China Tech Investing In U.S. Slows And Refocuses In Rough Currents "Look for more of this sort of tech horizon deals from China's tech superpowers as they maneuver in these fast-moving and sometimes treacherous currents." - Forbes.com
China tech investment in the U.S. is slowing and refocusing in the wake of ... - Happy Friday from our awesome Sales Support Specialist Team on the East coast! (Joel C., Chantal J., & Lauren M.)
- "The minute you think of giving up, think of the reason why you held on so long" ~ unknown #weeklymotivation
- SEC Chairman Jay Clayton outlines goals for a new fiduciary standard "An SEC fiduciary rule should provide investors clarity about the role of their adviser, enhanced protection and offer regulatory coordination" ~ Chairman Jay Clayton #InvestmentNews
Rule should provide clarity on role of adviser, enhanced investor protection and regulatory coordination. - Check out your J.W. Cole home office weekend warriors! Craig, Melissa, Jenn, and Todd took on the Gasparilla Distance Classic 15k this morning! Way to go, Team JWC!!
- Happy Friday from some of our Advisor Solutions team! Team work makes the dream work! (Dia B.,Jenn R., & Craig T.)
- "Problems are not stop signs, They are guidelines" - Robert Schuller
- Presidential Fun Facts Video - Presidents’ Day - HISTORY.com Did you know that James Madison was the first president to wear long pants?
Enjoy this president's day with a few fun facts about our past commanders in chief...
The Oval Office has been filled with extraordinary presidents, but did ... - It's that time of the week again! Happy Friday from our Senior Relationship Manager, Gail Lyn Unneland Leonard!
- History of Valentine’s Day Video - History of Valentine’s Day - HISTORY.com Did you pick up the flowers and chocolate yet? Before you do, learn about how you ended up celebrating today anyway!
How did St. Valentine become associated with love and romance? Get the full story behind the holiday. - 10 trends hitting financial advisers this year "In 2018, firms will invest in technology to enhance client loyalty and provide a consistent marketing message across the firm." - InvestmentNews
Policy changes like tax reform and implementation of the Department of Labor's fiduciary rule occupied most of the ... -
- "Motivation is what gets you started. HABIT is what keeps you going." - Jim Rohn, Entrepreneur
- If you invested $1,000 in McDonald’s 10 years ago, here’s how much you’d have now "The investment would have seen a lifetime total return of about 300 percent, including price appreciation and dividend gains reinvested. In one month, the stock has grown from $3,381 to its current value and, in one year, its portfolio value ...
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