Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

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

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

The short answer

27 registered advisors work at J. W. Cole Advisors, Inc. in Pennsylvania, out of 437 nationwide; it's the firm's number 2 state by advisors, and the most are in State College (4). 5 list the CFP designation and 24 are also registered broker representatives.

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

Every firm in Pennsylvania →

State College 4White Oak 4Bethlehem 2Doylestown 2Erie 2Lancaster 2Palmyra 2Philadelphia 2Bala Cynwyd 1College 1Fort Washington 1Ft. Washington 1Gibsonia 1Lock Haven 1Milford 1Newtown Square 1

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

Search by name →

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 275California 15Texas 10New York 9Arizona 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 Pennsylvania?

27 investment adviser representatives are registered at J. W. Cole Advisors, Inc. offices in Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 437 at the firm nationwide. 5 list the CFP designation and 24 are also registered as broker representatives.

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

State College, with 4, then White Oak (4). J. W. Cole Advisors, Inc. has advisors in 16 cities in Pennsylvania.

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

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.