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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

J. W. Cole Advisors, Inc. financial advisors in Ohio

Every SEC-registered investment adviser representative at a J. W. Cole Advisors, Inc. office in Ohio, by city and A to Z.

The short answer

3 registered advisors work at J. W. Cole Advisors, Inc. in Ohio, out of 437 nationwide; it's the firm's number 22 state by advisors, and the most are in Toledo (2). 0 list the CFP designation and 3 are also registered broker representatives.

J. W. Cole Advisors, Inc. advisors by city in Ohio

Every firm in Ohio →

Toledo 2Broadview Heights 1

J. W. Cole Advisors, Inc. advisors in Ohio, A to Z

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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 10New York 9Arizona 7Michigan 7Virginia 7Colorado 6Minnesota 6New Jersey 6Wisconsin 6Indiana 5Utah 5Connecticut 4Maryland 4South Carolina 4Alabama 3Iowa 3Massachusetts 3Nebraska 3

Questions

How many J. W. Cole Advisors, Inc. financial advisors are in Ohio?

3 investment adviser representatives are registered at J. W. Cole Advisors, Inc. offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 437 at the firm nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Where in Ohio does J. W. Cole Advisors, Inc. have the most advisors?

Toledo, with 2, then Broadview Heights (1). J. W. Cole Advisors, Inc. has advisors in 2 cities in Ohio.

How do I check a J. W. Cole Advisors, Inc. advisor in Ohio?

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.