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.

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

Oct 13, 2008earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

12derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Oct 13, 2008

First registration

Oct 15, 2008

Dual registered

yes, broker-dealer

IAPD individual key

5232770

Graph

RIA / Wealth Management

Canonical id

dfx:ria:dc30e262-2fcc-d996-b76e-34d1728904e3

First observed

Oct 15, 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.