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Craig M
Series 63, Series 65
Bethlehem, PA
J. W. Cole Advisors, Inc.
Craig Muschko is a financial advisor at J. W. Cole Advisors, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Royal Alliance Associates, Metlife Securities, and Mass Mutual Investors Services. Outside of his advisory role, he owns a business that offers pitching lessons. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.
Charles O
Series 65, Series 63
Tampa, FL
J. W. Cole Advisors, Inc.
Charles Olson is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL. He holds Series 65 and Series 63 licenses and has two years of industry experience. His prior roles include positions at Florida Financial Advisors and four years at Cornell University. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm uses a combination of fundamental and technical analysis along with model and manager-based strategies, providing both discretionary and non-discretionary account management.
Eric N
Series 66
Lancaster, PA
J. W. Cole Advisors, Inc.
Eric Nissley is a financial advisor at J. W. Cole Advisors, Inc. with three years of industry experience. He previously worked at Edward Jones and Fulton Bank, N.A. He holds a Series 66 designation. Outside of his primary role, he is an Investment Advisor Representative for Regal Wealth Advisors. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions.
Allen K
Series 65, Series 63
Tampa, FL
J. W. Cole Advisors, Inc.
Allen Keller is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Hornor, Townsend & Kent, LLC, G.A. Repple & Company, and Cambridge Investment Research Advisors, Inc. J.W. Cole Advisors operates a large network of independent investment adviser representatives and provides fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutions. The firm manages accounts using a combination of discretionary and non-discretionary strategies involving fundamental and technical analysis.
David E
CFA®, Series 66
Wayne, PA
J. W. Cole Advisors, Inc.
David Ettingoff is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. since 2019. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he consults with a real estate private equity firm to improve their Excel models and serves as a trustee on a family trust. J.W. Cole Advisors is an SEC-registered investment adviser with a national network of over 400 independent representatives, offering portfolio management, financial planning, and access to various managed account solutions for individuals, charities, corporations, and retirement plans.
William B
Series 66
Tampa, FL
J. W. Cole Advisors, Inc.
William Brooke Jr. is a Series 66-licensed financial advisor with J. W. Cole Advisors, Inc., where he has worked since 2016. He has 26 years of industry experience and owns Brooke Financial LLC, a tax preparation business, as well as Bridgespan, an investment-related entity serving state employees. Outside of finance, he is president of Bridgespan Farms, Inc., a rural land management company. J. W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions.
Santo M
Series 63, Series 65
Tampa, FL
J. W. Cole Advisors, Inc.
Santo Montalbano is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2016 to 2020 before joining J.W. Cole in 2020. Montalbano is also the managing partner of JWC Wealth Management, where he oversees approximately 125 clients and manages advisors and staff. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutional accounts. The firm employs a variety of investment strategies and platforms, including digital advice and third-party managers, serving clients through both discretionary and non-discretionary arrangements.
Joshua B
Series 63, Series 65
Orange, CA
J. W. Cole Advisors, Inc.
Joshua Belkin is a financial advisor with J.W. Cole Advisors, Inc. in Orange, CA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior work includes roles at Mass Mutual Investors Services, Leumi Investment Services, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of his advisory work, he owns a business selling travel- and wrestling-themed merchandise. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individuals, high-net-worth clients, and institutions. The firm uses a range of investment strategies and digital advice platforms, providing both discretionary and non-discretionary management.
Joseph F
Series 63, Series 65
Glastonbury, CT
J. W. Cole Advisors, Inc.
Joseph Ferron III is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with J.W. Cole Advisors since 2017 and previously worked at First Allied Advisory Services and First Allied Securities. He also operates Ferron Financial, LLC, a separate business entity. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a nationwide network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, utilizing both discretionary and non-discretionary investment approaches.
David L
Series 65
East Berlin, CT
J. W. Cole Advisors, Inc.
David Lamore is a Series 65 licensed advisor with J. W. Cole Advisors, Inc., based in East Berlin, CT, and has two years of industry experience. His prior experience includes roles at Boundless Financial Solutions LLC and Tunxis. Outside of his advisory work, he serves as a consultant for Dual Legacy Charities, Inc. and provides insurance and estate planning consulting through Boundless Financial Solutions Platinum Services. J. W. Cole Advisors operates a large network of independent advisors offering fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm employs a variety of investment strategies and digital platforms and combines brokerage and advisory activities under one affiliation.
Edward F
Series 63
Glastonbury, CT
J. W. Cole Advisors, Inc.
Edward Fredericks is a financial advisor at J.W. Cole Advisors, Inc. with 42 years of industry experience. He holds a Series 63 designation and has worked at J.W. Cole Advisors since 2017, following nearly a decade at First Allied Advisory Services and over 30 years with First Financial Associates. Outside of his advisory role, he is also an insurance agent and operates a holding company, Edward L Fredericks Associates LLC. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of more than 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, implementing investment decisions on both discretionary and non-discretionary bases.
Ryan K
Series 65
Elkhorn, NE
J. W. Cole Advisors, Inc.
Ryan Krauss is a financial advisor at J.W. Cole Advisors, Inc. with 12 years of industry experience. He holds a Series 65 designation and has worked previously at Global Financial Private Capital and US Central Financial, where he remains involved as president. Outside of his advisory role, he is an owner/member of several personal LLCs used for tax planning and real estate purposes. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary approaches.
Bradley Z
Series 63, Series 65
Las Vegas, NV
J. W. Cole Advisors, Inc.
Bradley Zucker is a financial advisor with J.W. Cole Advisors, Inc. in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior experience includes roles at Global Financial Private Capital and a longstanding association with Safe Money Advisors, where he is involved in insurance and annuities sales and occasionally conducts seminars. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions using both discretionary and non-discretionary approaches.
James N
Series 66
Tampa, FL
J. W. Cole Advisors, Inc.
James Neshewat is a financial advisor at J.W. Cole Advisors, Inc. with 14 years of industry experience. He holds a Series 66 designation and has been with J.W. Cole Advisors and J.W. Cole Financial since 2013. Outside of his advisory role, Neshewat serves as chairman of the Palatka Housing Authority Board of Commissioners and is involved in estate planning through his partnership in a law firm. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a network of over 400 independent advisors. The firm offers portfolio management, financial planning, and access to multiple managed account solutions, implementing investment decisions on both discretionary and non-discretionary bases.
Vicki B
Series 63, Series 65
Tampa, FL
J. W. Cole Advisors, Inc.
Vicki Beam is a financial advisor at J.W. Cole Advisors, Inc. with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with J.W. Cole Advisors and J.W. Cole Financial since 2011. Outside of her advisory work, she is involved in Michigan College Planning, LLC, which provides college planning assistance, and serves as president of Keep Whitewater Rural, a local group focused on township planning enforcement. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party investment managers, and multiple managed account solutions.
Curtis Y
CFP®, Series 63, Series 65
Tampa, FL
J. W. Cole Advisors, Inc.
Curtis Yourkievitz is a CFP® professional at J. W. Cole Advisors, Inc. in Tampa, FL, with 21 years of experience in the financial industry. He has been with J.W. Cole Advisory, Inc. and J.W. Cole Financial, Inc. since 2009. Outside of his advisory role, he serves as an Assistant Scout Master for Scouting America. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement services, and access to third-party investment platforms for individuals, high-net-worth clients, and institutions. The firm employs a mix of fundamental and technical analysis, model and manager-based strategies, and offers both discretionary and non-discretionary account management.
John B
Series 63, Series 66
Charleston, WV
J. W. Cole Advisors, Inc.
John Burdette II is a financial advisor with J. W. Cole Advisors, Inc. in Charleston, WV, holding Series 63 and Series 66 licenses with 26 years of industry experience. His prior work includes roles at National Planning Corporation, OSAIC Services, Inc., and Sunamerica Securities, Inc. Outside of advising, Burdette is an author and hosts the "Winning At Wealth" podcast focused on financial literacy. J. W. Cole Advisors serves individuals, high-net-worth clients, and institutions through a large network of independent advisers, offering fee-based portfolio management, financial planning, and retirement plan services. The firm employs a mix of discretionary and non-discretionary account management using fundamental and technical analysis, model portfolios, and third-party investment platforms.
Barrington B
Series 66
Tampa, FL
J. W. Cole Advisors, Inc.
Barrington Brower Jr. is a financial advisor with J. W. Cole Advisors, Inc. based in Tampa, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Gabor Financial Solutions and SnapRaise. Outside of his advisory work, he provides notary public services. J. W. Cole Advisors operates a large network of independent investment adviser representatives, offering fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm employs a variety of investment strategies and platforms, including discretionary and non-discretionary account management and access to multiple third-party managers.
John K
CFP®, Series 66
Tampa, FL
J. W. Cole Advisors, Inc.
John Kennedy is a CFP® professional with 16 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. since 2017. His prior experience includes roles at Mosaic Wealth Management and G.A. Repple & Company. Outside of advising, he is involved with estate planning services, working with attorneys to design and create estate plans. J.W. Cole Advisors operates a large network of independent advisors and provides fee-based portfolio management, financial planning, and retirement services to individuals, high-net-worth clients, and institutions. The firm offers both transaction-based and wrap-managed programs, using various investment strategies and custodial platforms.
Gregory G
Series 63, Series 65
East Bethel, MN
J. W. Cole Advisors, Inc.
Gregory Gorman is a financial advisor at J. W. Cole Advisors, Inc. with 29 years of industry experience. He has previously worked at Parkland Securities and Sigma Planning Corporation. Outside of his advisory role, he occasionally competes in demolition derbies at local county fairs. J. W. Cole Advisors serves individuals, charities, corporations, and retirement plans through a network of more than 400 independent investment adviser representatives, offering portfolio management, financial planning, access to third-party managers, and multiple managed account solutions.
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