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Financial ADVSR advisor directory · SEC adviser records

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

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

The short answer

7 registered advisors work at J. W. Cole Advisors, Inc. in Wisconsin, out of 437 nationwide; it's the firm's number 12 state by advisors, and the most are in Cedarburg (1). 1 list the CFP designation and 7 are also registered broker representatives.

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

Every firm in Wisconsin →

Cedarburg 1Fox Point 1Pewaukee 1Phillips 1Sauk City 1Wauwatosa 1

J. W. Cole Advisors, Inc. advisors in Wisconsin, 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 6Indiana 5Utah 5Connecticut 4Maryland 4South Carolina 4Alabama 3Iowa 3Massachusetts 3Nebraska 3Ohio 3

Questions

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

7 investment adviser representatives are registered at J. W. Cole Advisors, Inc. offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 437 at the firm nationwide. 1 list the CFP designation and 7 are also registered as broker representatives.

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

Cedarburg, with 1, then Fox Point (1). J. W. Cole Advisors, Inc. has advisors in 6 cities in Wisconsin.

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

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.