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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- VertexPioneer vertex +more
- Established Date
- 01-02-2001
- Office Locations
- 277
Office Locations
About J. W. Cole Advisors, Inc.
J.W. Cole (J.W. Cole Financial/Advisors/Insurance Services) supports fiercely independent, relationship-driven financial professionals with a defined “Blueprint” process, a transition roadmap, and hands-on compliance and operational support. Advisors emphasize flexibility in tools and approach—including “freedom-based investing”—without being forced onto firm platforms. Notable for high-touch service: when advisors call, they reach a person, not automation; Fidelity/NFS is a primary custodian.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Kurt Walker Lofgren
Chief Compliance Officer, General Counsel
- CRD
- #3048472
- Ownership
- Less than 5%
TODD JAMES PACK
Chief Operations Officer, Director
- CRD
- #2795590
- Ownership
- Less than 5%
Optima alpha
Prime element vital
- CRD
- #94373
- Ownership
- 48.7%
Showing 2 of 3 owners & executives
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NICHOLAS SAMUEL ACCORDINO JR
--
- CRD
- #1340988
Nicholas Joseph Adams
--
- CRD
- #6999401
Matrix eagle
Catalyst quantum optima
- CRD
- #14090
Showing 2 of 491 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,740,299,532 | $252,701 |
| Non-Discretionary | $1,507,617,359 | $329,606 |
| Total | $8,247,916,891 | $263,959 |
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Separately Managed Accounts
Total SMA Asset: $8,247,916,891
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,501,437,621 | 18.2% |
| Equity - Exchange | $1,691,179,738 | 20.5% |
| Cash | $1,031,207,157 | 12.5% |
| Corporate - Investment Grade | $1,171,451,331 | 14.2% |
| Municipal Bonds | $2,408,899,920 | 29.2% |
| U.S. Government/Agency | $445,481,492 | 5.4% |
| Total | $8,249,657,259 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON FUSION | BRIDGE BEACON | Q5WOQGYIZ | WNTYE | 10.04% | $108,911,541 |
| VERTEX RIDGE | FRONTIER RIDGE | KR3IJOLZB | BFLIZ | 7.36% | $95,995,933 |
| MERIDIAN ELEMENT HARBOR | HARBOR PATHWAY | 9DMMQ7BP9 | PMYVP | 5.05% | $116,675,004 |
| FUSION OPTIMA DELTA | MOMENTUM VECTOR | USUCII9F4 | HHUVJ | 1.40% | $119,072,762 |
| MOMENTUM FOUNDATION | SIGNAL SIGNAL | NT6JP3MFS | BNE | 1.18% | $115,554,268 |
| PATHWAY DELTA | LEGACY MOMENTUM | 7RFW6X4QJ | CRYVX | 6.61% | $37,754,490 |
| ZENITH PRIME HARBOR | ALPHA UNISON | RWKAT9MA1 | PRY | 0.97% | $85,418,653 |
| TIMBER PRIME | OAK CREST | 6NOY883PB | AGXG | 12.41% | $7,060,275 |