Welcome to J.W. Cole!

We realize you’ve received numerous communications over the past several months with lots of information. Our goal here is to keep it simple, recap previous communications, and answer any outstanding questions.

You should have already received an email and/or call introducing your J.W. Cole Relationship Management Team along with your G# Structure and ADV 2B. Know that if you don’t find the information you need here, your J.W. Cole Relationship Manager is a phone call away!

Below you will find information and links to important references on:

 

  • Relationship Management Teams
  • Account Opening Process, New Business Processing, and Money Movement
  • Repertoire – J.W. Cole’s Digital Document Submission, Books & Records, and Commission System
  • Marketing & Advertising Submissions through Marketing Pro
  • Compliance as an Advocate

Important Documents

Training Videos

Relationship Management Teams

Money Movement Charts

Marketing & Advertising Submissions

Compliance Welcome Call

Live Training for Repertoire

Taking place on Monday, April 22nd, at 4:00 p.m. EST, this webinar will walk you through Repertoire, J.W. Cole's system for digital document submissions, book & record keeping, and commissions. To register for the upcoming call, click the button below. We look forward to the opportunity to teach!

Register for the Webinar Here

Many of you receive a hug or even tears of joy when clients realize that you have helped them reach their goals. At J.W. Cole we want to be the firm that helps you reach your goals.

Our future together is bright, and we look forward to the journey ahead!