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Nicholas A

Series 65, Series 63

Wanatchee, WA

J. W. Cole Advisors, Inc.

Nicholas Alden is a financial advisor at J. W. Cole Advisors, Inc. He holds Series 65 and Series 63 licenses and has been with J. W. Cole Advisors since 2026. Prior to his advisory role, he worked in the insurance and landscaping industries. J. W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individual, high-net-worth, and institutional clients. The firm utilizes both discretionary and non-discretionary management approaches and incorporates a variety of analytical methods and custodial platforms in client solutions.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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David S

Series 63, Series 65

Wenatchee, WA

J. W. Cole Advisors, Inc.

David Solomon is a financial advisor at J. W. Cole Advisors, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J. W. Cole Advisors since 2019. Prior to that, he was with Global Financial Private Capital, LLC for nine years and has operated Solomon Financial Group, Inc. since 2009. His other business activities include fixed annuity and insurance sales. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities 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.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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