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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultantdual registered (broker-dealer)19 years in industry

RYAN PATRICK MCCLELLAND

Advisor at J. W. COLE ADVISORS, INC.

CLEARWATER, FL | TAMPA, FL | SPRING HILL, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:12b6f368-8814-fff0-e010-131ff8cce900

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 20, 2008 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: J. W. COLE ADVISORS, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 12, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S66
First exam: Jan 12, 2007
First registration: May 20, 2008
Dual registered: yes, broker-dealer
IAPD individual key: 3116046

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
J. W. COLE ADVISORS, INC.	Bd affiliated wealth	May 4, 2011	n/a	yes	SPRING HILL, FL\|CLEARWATER, FL\|TAMPA, FL	Current employment
MUTUAL TRUST ASSET MGMT., INC.	Independent wealth	May 20, 2008	Apr 15, 2011	no	TAMPA, FL	Previous registration
MUTUAL TRUST ASSET MGMT., INC.	Independent wealth	May 20, 2008	Dec 31, 2010	no	TAMPA, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MUTUAL TRUST ASSET MGMT., INC.	J. W. COLE ADVISORS, INC.	Apr 15, 2011	May 4, 2011	19	Firm change	Other

Relationships

Registered with (2)

→ J. W. COLE ADVISORS, INC.Registered adviserregistration: current employment
May 4, 2011 to presentfactForm ADV
→ MUTUAL TRUST ASSET MGMT., INC.Registered adviserregistration: previous registration
May 20, 2008 to Apr 15, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:12b6f368-8814-fff0-e010-131ff8cce900
First observed: May 20, 2008
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RYAN PATRICK MCCLELLAND

Advisor at J. W. COLE ADVISORS, INC.

CLEARWATER, FL | TAMPA, FL | SPRING HILL, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:12b6f368-8814-fff0-e010-131ff8cce900

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:03 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

J. W. COLE ADVISORS, INC.

Bd affiliated wealth

May 4, 2011

n/a

yes

SPRING HILL, FL|CLEARWATER, FL|TAMPA, FL

Current employment

MUTUAL TRUST ASSET MGMT., INC.

Independent wealth

May 20, 2008

Apr 15, 2011

TAMPA, FL

Previous registration

MUTUAL TRUST ASSET MGMT., INC.

Independent wealth

May 20, 2008

Dec 31, 2010

TAMPA, FL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MUTUAL TRUST ASSET MGMT., INC.

J. W. COLE ADVISORS, INC.

Apr 15, 2011

May 4, 2011

Firm change

Other