Tomball, TX 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
994 Village Square Dr, Building 2, Suite C & D
Tomball TX 77375
Advisors at this office
4
Advisors at this office
Aaron H
CFP®, Series 63
Tomball, TX
J. W. Cole Advisors, Inc.
Aaron Hoff is a CFP® with seven years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. He has held roles at J.W. Cole Financial, Inc. and T. Jackson & Company, and previously worked in construction. Hoff also operates Core Integrated Wealth Management as an additional business activity. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, fee-based planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.
Michael B
Series 66
Tomball, TX
J. W. Cole Advisors, Inc.
Michael Bradfield is a financial advisor at J. W. Cole Advisors, Inc. with 19 years of industry experience. He has been with J. W. Cole Advisors and its related entity J.W. Cole Financial since 2010. Bradfield holds a Series 66 designation. J. W. Cole Advisors, Inc. operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party manager platforms, serving individuals, high-net-worth clients, and institutional accounts. The firm employs a combination of fundamental and technical analysis, digital advice providers, and various custodial platforms in its investment approach.
Gabriel H
Series 66
Tombal, TX
J. W. Cole Advisors, Inc.
Gabriel Hoyle is a financial advisor at J. W. Cole Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at Core Integrated Wealth and Klein Integrated Wealth. Outside of investment advising, he is involved with CORE Integrated Wealth in an administrative capacity. 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, employing both discretionary and non-discretionary investment approaches.
Ronald H
Series 63, Series 65
Tomball, TX
J. W. Cole Advisors, Inc.
Ronald Hoyle is a financial advisor with J. W. Cole Advisors, Inc. in Peoria, IL, holding Series 63 and Series 65 credentials and 15 years of industry experience. His work history includes roles at Core Integrated Wealth, Inc., J.W. Cole Advisors, Inc., and H. Beck, Inc. He is involved in identity protection services for clients and participates in self-defense benefits programs through partnerships with Right to Bear and the United States Concealed Carry Association, Inc. 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, fee-based financial planning, access to third-party managers, and multiple managed account solutions.
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