The Woodlands, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$7,892,740,504
ClientsTotal clients
30,867
AdvisorsAdvisors at this office
2
Of 487 advisors across 206 offices
Location
25511 Budde Road, Suite 3303
The Woodlands TX 77380
Advisors at this office
2
Advisors at this office
Thomas H
PFS™, Series 63, Series 65
The Woodlands, TX
J. W. Cole Advisors, Inc.
Thomas Hayes is a financial advisor at J. W. Cole Advisors, Inc. with 28 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Hayes is the president and owner of T J Hayes & Co, PLLC, a CPA firm providing tax and accounting advice. 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 employs a variety of investment strategies and platforms, including fundamental and technical analysis, model-based approaches, and digital advice.
Leisl D
CFP®, Series 65, Series 63
The Woodlands, TX
J. W. Cole Advisors, Inc.
Leisl Dodson is a CFP® with eight years of industry experience currently affiliated with J. W. Cole Advisors, Inc. She has held positions at several firms including LPL Financial, LLC and The O.N. Equity Sales Company. Dodson also has a licensed assistant role with Zone 7 Financial Services. J. W. Cole Advisors, Inc. serves individuals, high-net-worth clients, and institutional accounts through a large network of independent advisers. The firm offers fee-based portfolio management, financial planning, retirement services, and access to various third-party investment platforms and strategies.
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