Rock Springs, WY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
J. W. Cole Advisors, Inc.
Enterprise
Firm-wide stats for J. W. Cole Advisors, Inc.
About
J.W. Cole Advisors operates through a large network of independent Investment Adviser Representatives (over 400 IARs, 481 advisors total) and provides fee‑based portfolio management, financial planning, retirement plan services, third‑party manager platforms, digital advice, and annuity sub‑account management for individuals, high‑net‑worth clients, and institutional accounts. The brochure describes both transaction‑based and wrap (asset‑based) managed program options, as well as access to the Fidelity‑sponsored FMAX platform and multiple third‑party investment advisers.
The firm’s advisers may manage accounts on a discretionary or non‑discretionary basis and use a mix of fundamental and technical analysis and model or manager‑based strategies; JWCA also documents its use of digital advice providers and a variety of custodial platforms when implementing client solutions. Many IARs are dually registered and may act as registered representatives or licensed insurance agents, and the brochure outlines the resulting conflicts of interest and supervisory controls associated with those dual roles.
Unlike most peers, JWCA is affiliated with a broker‑dealer (JWCF) under an expense‑sharing arrangement and describes extensive broker‑dealer activity, including commissionable product sales and custodial relationships, which the brochure treats as a material source of potential conflicts. The brochure also discloses that the firm and its materials may present predecessor performance, describes the firm’s use of forgivable loans and other incentives to recruit IARs, and includes a 2021 SEC enforcement matter relating to share‑class selection and revenue sharing.
Based on J. W. Cole Advisors, Inc.
Expertise
Based on J. W. Cole Advisors, Inc.
Location
2620 Commercial Way, Suite 100
Rock Springs WY 82901
Advisors at this office
3
Advisors at this office
Doran J
Series 63, Series 65
Rock Springs, WY
J. W. Cole Advisors, Inc.
Doran James is a financial advisor at J.W. Cole Advisors, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 12 years. Outside of his advisory role, he is a partner at Wyoming Wealth Management, LLC, where he is involved in client relations and business continuity. 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.
Michael M
Series 63, Series 65
Rock Springs, WY
J. W. Cole Advisors, Inc.
Michael Majhanovich is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at LPL Financial, LLC for 12 years before joining J.W. Cole Advisors. Outside of his advisory role, he is a partner in Wyoming Wealth Management and serves as president of Michael Majhanovich, Inc., a corporation focused on tax services. 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 offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.
Andrew S
Series 66
Rock Springs, WY
J. W. Cole Advisors, Inc.
Andrew Skorcz is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 66 credential. He has been in the industry since 2025, with prior experience at RBC Open Range Wealth Management Group and Wyoming Wealth Management. His background includes several years in education before entering the financial advisory field. J. W. Cole Advisors operates a large network of independent advisors and provides fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm utilizes a combination of fundamental and technical analysis, manager-based strategies, and digital advice platforms in managing client portfolios.
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