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. JW Cole was founded by retail Advisors who built exactly what they were looking for in a Broker/Dealer partnership.
- Keri H. in our California office is getting in the Halloween spirit! Who else loves spooky season as much as we do?!
- Why Fidelity says diversity efforts pay off for both firms and advisors With a growing diversity of investors comes a need for a diverse Advisor presence to help them manage their financial lives. We're proud of all of the talented Advisors that choose to call J.W. Cole Financial "home." #WomenofCole #JWCole
The ... - Sheree has brought fall to the Tampa home office; with the pumpkins and corn both from her family farm in Illinois. Happy Friday and happy fall!
- Did you catch the groovy video that was sent out earlier?! Registration for the symposium has been extended, so grab your platforms and bell bottoms and register today!!
- J.W. Cole employees, Jenn, Melissa, Kayti and their families participated in the Saint Jude’s 5k to end childhood cancer this morning! Great job guys!! #JWCole #Givingback
J. W. Cole Financial, Inc. is with Melissa Mita Robinson. - Jessica P. Our Deputy Chief Compliance Officer, Jessica, is hard at work preparing for our Town Hall Call this afternoon! #JWCole
- From Officer to Advisor Our very own Kathleen Owings has been named one of the 2018 "4 Under 40" for the National Association of Insurance and Financial Advisors (NAIFA)! We couldn't be more proud to be partnered with this amazing Advisor! Thank you for ...
- Advisor Solutions “hard at work” leading up to the long weekend. Happy Labor Day from your J.W. Cole home office!! #JWCole
- Relationship Manager Tim S. is busy approving business for the Atlantic Region!
- 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!
-
-
- 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 ...
Learn More
866-592-6531
