J.W. Cole Financial is the premier privately owned Independent broker/dealer.
We clearly differentiate ourselves from our peers by creating customized service solutions that are tailored to fit each specific Investment Professional's practice. Whether it's service, compensation, product, technology, or any other factor relating to the success of your financial services practice, J.W. Cole is willing and able to deliver solutions customized to best allow you to service your customers. Many broker/dealers will promise this personal touch but few will be able to deliver. The foundation of J.W. Cole's success is centered on providing our Investment Professionals with a level of personal care that no other firm can deliver. These customized solutions will remain as the core principal from which all of our professional and personal relationships develop.
J.W. Cole Investment Professionals
The most common question asked about J.W. Cole is "Who are the typical Investment Professionals affiliated with J.W. Cole and why did they choose to affiliate with your firm?" This is a simple answer... J.W. Cole Investment Professionals are hard working, customer focused, ethical professionals who felt that their previous firm had grown too large and/or simply lost the ability to effectively and efficiently service and communicate with their customers. There is a myriad of different circumstances in which this relationship disintegrates, from compliance interactions to basic service needs; it is common for broker/dealers to lose their ability to adapt to each Investment Professionals individuals needs. When that happens, it is necessary to find a new place to conduct business and J.W. Cole is ready to deliver.
J.W. Cole Investment Professionals are looking for more than a broker/dealer; they want a home. Once you join J.W. Cole, we will not give you a reason to leave. Investment Professionals choose us because they want it to be their last move; they stay with us because they become part of our family!
J.W. Cole Partnership
A separate, yet very distinctive difference about J.W. Cole is that we create a true partnership with our Investment Professionals. With no proprietary products or hidden fees, our compensation is directly attributed to that of our affiliated financial services practices. Our success is directly correlated to your success! With that in mind, J.W. Cole actively promotes and offers practice building, practice management, and career coaching opportunities to assist you in achieving your goals.
There are many reasons you should join J.W. Cole. This site is built to educate you on what separates us from our competition and provide an in-depth overview of our organization. However, nothing will be more telling than to talk to one of our team members directly. Please call us at (866) 592-6531 or email us at