J.W. Cole Financial
J.W. COLE is a full-service broker/dealer, with its home office located in Tampa, Florida, servicing Representatives and clients throughout the United States. Having no ties to any bureaucratic and overbearing parent company, J.W. Cole is able to make quick and objective decisions based on what is in the best interest of the client, representative and the broker/dealer. J.W. COLE was created specifically for the independent investment professional. Built on the feedback of experienced industry professionals, J.W. Cole offers a unique combination of bold technology, innovative solutions and exceptional service. J.W. COLE was founded and continues to be managed by professionals who have served in retail production. This prerequisite is important in order to understand the challenges and needs a registered representative may face on a daily basis. J.W. COLE’S back office is comprised of a team of professionals whose knowledge, skills, and ingenuity make them one of the top back offices in the industry. This extremely talented group of individuals and J.W. Cole's unique culture, have paved the way to make J.W. Cole one of the fastest growing broker/dealers in the country.
| FIRM PRODUCT MIX |
| Mutual Fund |
20
% |
EIA |
5
% |
| Variable Annuity |
35
% |
Life Insurance |
1
% |
| Advisory / Fee based |
20
% |
IPO |
0
% |
| VUL |
2
% |
Municipal |
1
% |
| Equity |
1
% |
LP / DPP |
3
% |
| Fixed Income |
5
% |
REIT |
5
% |
| Fixed Annuity |
2
% |
|
|
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