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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-02-2001
- Office Locations
- 273
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.
Reported data analysis
What the numbers show
Between June 30, 2025 and March 31, 2026, reported AUM increased 14.6%, from $7.2B to $8.2B.
Across 5 reported observations, AUM increased 51.2% between November 21, 2022 and March 31, 2026, from $5.5B to $8.2B.
Of the latest reported AUM, 81.7% is discretionary and 18.3% is non-discretionary.
The firm reports 468 advisory representatives and 33,218 clients, or 71 clients per representative. That equates to $248.3K in reported AUM per client.
The profile lists 273 reported office locations and 25 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full J. W. Cole Advisors, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Kurt Walker Lofgren
Chief Compliance Officer
- CRD
- #3048472
- Ownership
- Less than 5%
TODD JAMES PACK
Chief Operations Officer, Director
- CRD
- #2795590
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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NICHOLAS SAMUEL ACCORDINO JR
--
- CRD
- #1340988
Nicholas Joseph Adams
--
- CRD
- #6999401
Showing 2 of 495 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
SMA allocation detail is available
J. W. Cole Advisors, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
J. W. Cole Advisors, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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