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Building Better Businesses JW Cole is an independent, full-service Broker/Dealer with home office locations in both Florida and California. Our Advisors have offices across the country and operate many different business models. J.W. Cole was founded by retail Advisors who built exactly what they were looking for in a Broker/Dealer partnership. Our Story Partner with …

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Adviser Connection LLC

Andrew Padgett

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Sco●●●ale , Arizona, 85257

US

1.60●●●●7526
an●●●●●●●●●●●●●●@gmail.com

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Adviser Connection LLC

Andrew Padgett

7019 E●●●●●●and St

Sco●●●ale , Arizona, 85257

US

1.60●●●●7526
an●●●●●●●●●●●●●●@gmail.com

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Adviser Connection LLC

Andrew Padgett

7019 E●●●●●●and St

Sco●●●ale , Arizona, 85257

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1.60●●●●7526
an●●●●●●●●●●●●●●@gmail.com

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Home - J.W. Cole Financial | jw-cole.info Reviews

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Building Better Businesses JW Cole is an independent, full-service Broker/Dealer with home office locations in both Florida and California. Our Advisors have offices across the country and operate many different business models. J.W. Cole was founded by retail Advisors who built exactly what they were looking for in a Broker/Dealer partnership. Our Story Partner with &hellip;

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Why Use a J.W. Cole Advisor?

https://jw-cole.info/investors/why-use-a-j-w-cole-advisor

Why use a JW Cole Advisor? Why Use a J.W. Cole Advisor? JW Cole Financial is a collection of talented, like-minded Advisors whose efforts are focused solely around providing a personalized clear path for clients to achieve financial success. Every client is unique, so each path is different, but the process for developing that path remains a constant. Where are you today? Where do you want to be someday? Independent and Customized Solutions. Many Broker/Dealers and financial companies offer their own pro...

2

Business Continuity Plan

https://jw-cole.info/business-continuity-plan

Start Your Transition Now. Identification of all mission critical systems and system backup and recovery for such systems. A review of financial and operational risks. Alternate communications between J.W. Cole and our clients. Employee safety strategies and communications. Systems and telecommunications accessibility. Alternate physical site location and preparedness. JW Cole Contingency Planning and Business Recovery. Processing Transactions during an SBD. Customers' Access to Funds and Securities.

3

Why Join?

https://jw-cole.info/advisors/join/why

About J.W. Cole. An Invitation from our Founding Principals. Our 3 Guiding Principles. Learn more about our product mix, statistics, ownership, and more. Our Independent approach to product availability. Consulting Fees and Financial Plans. Rep Managed Advisory Accounts. Money Managers and Platforms. Professional Alliance Referral Program. National Financial Services, LLC (NFS) - A Fidelity Investments company - serves as J.W. Cole Financial’s clearing firm. JWCollege Education and Training. When I signe...

4

Disclosures

https://jw-cole.info/disclosures

Start Your Transition Now. JW Cole Financial is required to make available quarterly reports that present a general overview of our routing practices. These reports identify the significant venues to which customer orders were routed for execution during the applicable quarter. JW Cole Financial transmits the majority of our customer orders to our clearing firm, National Financial Services, LLC (NFS), Member NYSE/SIPC. NFS may then route these orders to various venues for execution. The Bank Deposit Swee...

5

Careers

https://jw-cole.info/index.php/careers

Start Your Transition Now. JW Cole Financial is an Independent Broker Dealer operating two Home Offices in Tampa and San Diego with Registered Representatives nationwide. J.W. Cole has a company mission to help our Advisors achieve their personal and business visions, and a passion to help our employees pursue their professional and life goals. Advisory Fee Billing Specialist. 2014 J.W. Cole Financial, Inc.,.

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Partner With J W Cole. Products & Services. JW Cole is an independent, full-service Broker/Dealer with home office locations in both Florida and California. Our Advisors have offices across the country and operate many different business models. J.W. Cole was founded by retail Advisors who built exactly what they were looking for in a Broker/Dealer partnership. Partner with JW Cole. J W Cole Financial, Inc. Guess what day it is? Thank you to today's wonderful group of students. Class is in session! Let m...

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