J. W. Cole Advisors, Inc

Investment Advisor
in Tampa, FL

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About this Advisor

Jonathan Matuszkiewicz is a financial advisor operating in Tampa, Florida, who has 4 years of relevant experience. Matuszkiewicz is an advisor for J. W. Cole Advisors, Inc. Matuszkiewicz has gained experience at New York Life Insurance Company, Nylife Securities LLC, J.W. Cole Financial, Inc, J.W. Cole Advisors, Inc and Crestview Capital Advisors. Matuszkiewicz maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in West Virginia. J. W. Cole Advisors, Inc is an advisory company headquartered in Tampa, FL. The company has offices in 388 locations and a total of 521 financial advisors. It manages $5 billion in assets under management among its 24,060 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 27 charities and foundations. Of its 24,060 accounts, just 8% belong to high-net-worth clients who have greater than $1 million in assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors are based on which service is provided. However, fee types billed by J. W. Cole Advisors, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4301 Anchor Plaza Parkway Suite # 450
Tampa, FL 33634

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J. W. Cole Advisors, Inc Brokerage Details

Total Assets Under Management


FL Average: $1,855,561,029
Total Number of Employees


FL Average: 62
Total Number of Accounts


FL Average: 2,474
Average Account Size


FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jonathan Matuszkiewicz Work History

Jonathan has been registered as a financial advisor for 4 years.*

2021 - Present (2 years)

Crestview Capital Advisors

2019 - Present (4 years)

J.W. Cole Financial, Inc

2019 - Present (4 years)

J.W. Cole Advisors, Inc

2012 - 2019 (7 years)

New York Life Insurance Company

2012 - 2019 (7 years)

Nylife Securities LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Jonathan Matuszkiewicz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at J. W. Cole Advisors, Inc

William Drexler
Palm Bay, FL
Penny Di Giovanna
Hudson, FL
Michael Valencia
Parkville, MD
Jordan Windhorst
Metropolis, IL
Kristopher Cotton
Tampa, FL
Amanda Williams
Tampa, FL
Deanna Williamson
Tampa, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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