Sparta, NJ Office

Team
Updated today

Client AUM

$7,892,740,504

Clients

30,867

Advisors

3

Of 487 advisors across 206 offices

Location

60 Blue Heron Road, Suite 200

Sparta NJ 07871

Advisors at this office

3

Advisors at this office

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Nicolas V

Series 66

Sparta, NJ

J. W. Cole Advisors, Inc.

Nicolas Vlacich is a Series 66 licensed advisor with J. W. Cole Advisors, Inc. He joined the firm in 2026 and has prior experience at Fidelity Bank and Wilkes University. Outside of advising, he is involved with Triple V Property LLC. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers a range of portfolio management and financial planning services to individuals, high-net-worth clients, and institutional accounts.

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

Series 66

Sparta, NJ

J. W. Cole Advisors, Inc.

Mark Scordato is a Series 66 licensed financial advisor with 24 years of industry experience. He has worked at J.W. Cole Advisors, Inc. since 2019 and previously spent nine years with Global Financial Private Capital, LLC, among other roles. Outside of his advisory work, he is president and creator of Redline WFO Productions, LLC, a company focused on developing television show concepts. J.W. Cole Advisors operates through a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms. The firm serves individuals, high-net-worth clients, and institutions using a combination of discretionary and non-discretionary account management approaches.

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

Series 66

Sparta, NJ

J. W. Cole Advisors, Inc.

Donna Dupre is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 66 designation and bringing nine years of industry experience. She has worked with J.W. Cole Advisors since 2019 and has held roles at Global Financial Private Capital and GF Investment Services. Additionally, she serves as Senior Manager for Mark Scordato & Associates, where she oversees marketing, compliance, client relations, and daily operations. Donna is also licensed to sell life insurance and annuities. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement services, and access to multiple third-party investment platforms. The firm serves individuals, high-net-worth clients, and institutions, employing a range of discretionary and non-discretionary strategies supported by fundamental and technical analysis.

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