J.W. Cole Financial, Inc

Q: What is J.W. Cole Financial, Inc's company size?

J.w. cole financial, inc has 51 - 200 people working.

Financial Services

Specialities :

Fully independent securities broker dealer

Advisory platform: j.w. cole advisors

Clearing firm: national financial services

Llc.

And jwcollege education & training

Revenue

11M - 100M

Total Funding

Size

51 - 200

About Us

Our Mission Statement - J. W. Coles existence is solely dependent on its partner Advisors. When they succeed, we succeed. Our mission is to help our partners build great businesses. About J.W. Cole Financial, Inc. J.W. Cole Financial, Inc., Member FINRA /SIPC is a full service independent broker/dealer offering a wide array of general securities, investment products, and insurance services. With Financial Advisors throughout the U.S., our main objective is to provide them with the best products and services available in the financial services industry so that they can successfully service their clients needs. Whether it is the relationship between the home office and the Financial Advisor or the Financial Advisor and the client, listening and comprehending the needs of those that work with us is key for the continued growth of J.W. Cole

Contact Information

Tampa , Florida , United States

jw-cole.com

J.W. Cole Financial, Inc Org Chart

J.W. Cole Financial, Inc

(Financial Services)

51 - 200

Craig Towle

Executive Vice President, Partner

View Email

View Contact

Employees

Total Employees:
53

Top Contacts:
2

C-Level 0	VP - Level-
Director-	Manager2
Others49

Employees Working At J.W. Cole Financial, Inc

Chantal Jones

Director of Transitions Sales Support

Rebecca Zinser

Director of Commissions

Charles Olson

Associate Relationship Manager

Tim Schultz

RM Manager

Abby Humberd

Brokerage Service Principal

J.W. Cole Financial, Inc Email Formats

Structure	Email Format
<first>.<last>@	John.Smith@jw-cole.com
<first>@	John@jw-cole.com

Buyer Intent

Pain Points	Locations	Technologies
Account Payable	Tampa, FL	basic, financial, compliance, j, e, payroll, payment, ar, operations, k
Account Receivable	Tampa, FL	basic, financial, compliance, j, e, payroll, payment, ar, operations, k
Compliance	Tampa, FL	basic, financial, compliance, j, e, payroll, payment, ar, operations, k
Data Entry	Tampa, FL	basic, financial, compliance, j, e, payroll, payment, ar, operations, k
Digital Transformation	Tampa, FL	basic, financial, compliance, j, e, payroll, payment, ar, operations, k

Trigger

Tech Stack Used By J.W. Cole Financial, Inc

A quick view of products employed by J.W. Cole Financial, Inc

Excel

Microsoft excel

Monday.com

Origin

Quickbooks

List of technologies used by J.W. Cole Financial, Inc

Collaboration

Compliance

Customer service

Financial

Languages Used By J.W. Cole Financial, Inc

Basic E Fl J K

Jobs at J.W. Cole Financial, Inc

Hiring 2024-01-26 20:35:44

Accounting Specialist

Tampa, FL

Job DescriptionJ.W. Cole Company ProfileJ.W. Cole is a Tampa-based Broker-Dealer and Registered I...

Hiring 2024-11-05 16:37:41

Business Consultant

Tampa, FL

Business ConsultantLocation: Tampa, FL (In-Office)We are searching for a candidate to join a fast...

Frequently Asked Questions About J.W. Cole Financial, Inc

What does J.w. cole financial, inc do?+

What are J.w. cole financial, inc's specialties? +

Fully independent securities broker dealer,advisory platform: j.w. cole advisors,clearing firm: national financial services,llc.,and jwcollege education & training