Our Mission Statement:  

J.W. Cole's existence is solely dependent on our Investment Professionals. When you succeed, we succeed.  Therefore, it is our mission to facilitate and provide the support, the products, and the technology necessary for you to successfully and ethically serve your clients' needs.

J.W. Cole is an independent, full-service broker/dealer created specifically for you, the independent Investment Professional.  Built on the feedback of experienced industry professionals, we offer a unique combination of bold, innovative solutions and exceptional service.

J.W. Cole was founded by and continues to be managed by accomplished professionals who have served in retail production. This prerequisite is vital in order to understand the challenges and address the needs you may face.
 
J.W. Cole’s home office is comprised of a team of professionals whose knowledge, skills, and ingenuity provide you WORLD CLASS SERVICE. This unwavering loyalty to those we serve has paved the way to make J.W. Cole one of the fastest growing broker/dealers in the United States. At J.W. Cole, hard work is our plan; greatness is our destiny.

Principles

Provide True Independence
J.W. Cole was founded by financial professionals whose main goal was to create a truly independent brokerage firm that would offer superior service and innovative products, yet empower you with the independence you desire. The strategic partnership between you and J.W. Cole’s home office serves as a solid foundation on which you can successfully build your business.

Be More Than A Broker/Dealer
J.W. Cole creates a unique working environment, where you are more than just a licensed representative.  You are our partner, our family, and our friend. We place a premium on frequent and honest communications as the basis for maintaining long-lasting relationships, which we value greatly. Our infrastructure and organizational systems are large enough to fulfill and process all your daily business needs, yet management remains committed to providing a personal and customized approach throughout all interactions with you.  

Retention Over Recruitment
It is a common practice for brokers/dealers to spend more time, effort, and resources in recruiting new Investment Professionals than they do in servicing their current Investment Professionals. At J. W. Cole, we consider this practice counterproductive.

While continued growth is essential to any organization, J.W. Cole’s management firmly believes that using its resources on our current Investment Professionals and fulfilling all of their expectations will lead to enormous growth. We consistently demonstrate that the concept behind this belief is clearly having the intended effect.  Referrals from our current Investment Professionals are our #1 source of new Investment Professionals here at J. W. Cole Financial.