Chief Operations Officer · J. W. Cole Advisors, Inc.
Todd J. Pack
CRD 2795590 · Named on Form ADV at one SEC-registered adviser
At a glance
J. W. Cole Advisors, Inc., an SEC-registered broker-dealer firm based in Tampa, FL with $8.2 billion in regulatory assets, lists Todd J. Pack on its Form ADV as Chief Operations Officer.
Firms and roles
- J. W. Cole Advisors, Inc.Chief Operations OfficerBroker-dealer firm · Tampa, FL · $8.2B in regulatory assets
AtlasMembers
Todd’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Kurt W. LofgrenChief Compliance Officer, J. W. Cole Advisors, Inc.
- Robert J. WoodExecutive Vice President, J. W. Cole Advisors, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Todd’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.