News & Events

04/16/2018

Casino Night with the Clients: Make Client Experience Fun!

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. Read into how J.W. Cole Advisor, Susan Hurschman makes client experience fun!

READ MORE

03/19/2018

Advisor Spotlight: AssetMark Community Inspiration Award

The AssetMark Community Inspiration Award acknowledges Gold or Platinum financial Advisors across the United States who are doing inspiring work in support of charitable organizations in their local communities. J.W. Cole Advisors, David Parsons, and Jerry Todd are both recipients of the 2017 award!
07/31/2017

2017 Women of Cole: Finding Your “Why”

The annual Women of Cole Conference is an exclusive event hosted by the home office to give women of J.W. Cole an opportunity to share unique ideas and industry best practices used in the financial industry. Last year's big meetup was co-hosted by partner Advisor, Vicki Beam in Traverse City, Michigan.

READ MORE

01/07/2017

Advisor Spotlight: J.W. Cole Advisor Recognized by Investment News”40 Under 40″

Congratulations to Kasia Marczyk, founder of Anchor Wealth Management at J.W. Cole Advisor, who was named one of the top 40 young leaders in the financial advice industry by Investment News.

READ MORE

12/20/2016

2016 Advisor Symposium

The Annual J.W. Cole Advisor Symposium is an event hosted by the home office to foster fellowship and share the best industry practices amongst our partner Advisors. On behalf of your home office family at J.W. Cole Financial, thank you for making the 2016 Advisor Symposium one for the record books!

READ MORE

“If you don’t care for the person on the other end of the line, you can’t provide great customer service. Our team at JW Cole is committed and accountable to all our Advisors.”

- R. J. Wood
Founding Partner

rjwood

line-separator

Media

Media Kit:
Craig Towle
jwccommunications@jw-cole.com
(813) 935-6776

 

speech-bubble

Let's Talk

866-592-6531

/J.W.ColeFinancial

Connect With Us

the-jwcole-difference