Broker Check

JW Cole

J.W. Cole is an independent, full-service Broker/Dealer with home office locations in both Florida and California. Our Advisors have offices across the country and operate many different business models. J.W. Cole was founded by retail Advisors who built exactly what they were looking for in a Broker/Dealer partnership.

Our main decision to partner with J.W. Cole is that their core values and business philosophy align with ours at Franklin Planning, which is to have relationships with clients that are based on disclosure, transparency and the common alignment of interests. These fiduciary relationships ensure that we put our clients’ best interest first.

Our relationship with J.W. Cole allows us to spend more time with clients and less time managing operations, regulation, compliance and technology. It provides our firm a team of CFPs to assist with financial planning, administrative assistance and compliance review.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC-Advisory services offered through J.W. Cole Advisors, Inc. (JWCA)-Franklin Planning and JWC/JWCA are unaffiliated firms.

To learn more about J.W. Cole Financial, Inc., please visit this website: