Financial ADVSR advisor directory · SEC adviser records
J. W. Cole Advisors, Inc. financial advisors in New York
Every SEC-registered investment adviser representative at a J. W. Cole Advisors, Inc. office in New York, by city and A to Z.
The short answer
11 registered advisors work at J. W. Cole Advisors, Inc. in New York, out of 437 nationwide; it's the firm's number 5 state by advisors, and the most are in Fairport (3). 4 list the CFP designation and 11 are also registered broker representatives.
J. W. Cole Advisors, Inc. advisors by city in New York
Every firm in New York →J. W. Cole Advisors, Inc. advisors in New York, A to Z
Search by name →- Mark R. ColganPittsford · Certified Financial Planner
- Joshua T. DejohnPittsford
- Jacquelyn M. DohsePittsford · Certified Financial Planner
- Gerri A. HarrisonEast Syracuse · Certified Financial Planner
- Brendan T. JefferyPittsford
- Thomas J. MuscatoPittsford
- Colleen A. O'ShaughnessyWatertown · Chartered Financial Consultant
- Kasy A. PechlerFairport
- Kathleen M. RothPittsford · Certified Financial Planner
- Philip J. SpragueWatertown
- Amanda L. WilliamsPittsford
J. W. Cole Advisors, Inc. advisors in every state →J. W. Cole Advisors, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
J. W. Cole Advisors, Inc. in other states
Florida 275Pennsylvania 28California 15Texas 10Arizona 7Michigan 7Virginia 7Colorado 6Minnesota 6New Jersey 6Wisconsin 6Indiana 5Utah 5Connecticut 4Maryland 4South Carolina 4Alabama 3Iowa 3Massachusetts 3Nebraska 3Ohio 3
Questions
How many J. W. Cole Advisors, Inc. financial advisors are in New York?
11 investment adviser representatives are registered at J. W. Cole Advisors, Inc. offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 437 at the firm nationwide. 4 list the CFP designation and 11 are also registered as broker representatives.
Where in New York does J. W. Cole Advisors, Inc. have the most advisors?
Fairport, with 3, then Pittsford (3). J. W. Cole Advisors, Inc. has advisors in 4 cities in New York.
How do I check a J. W. Cole Advisors, Inc. advisor in New York?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the J. W. Cole Advisors, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.