Joshua
Nolan
J. W. Cole Advisors, Inc
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About this Advisor
Joshua Nolan is a financial advisor based in Tampa, Florida, working with J. W. Cole Advisors, Inc. Joshua has previously held positions at American United Life, Oneamerica Securities, Axio Wealth Management, Specialized Manufacturing, Bowman Consulting, Affordable Furniture, Gns Heating And Cooling, The Church Of Jesus Christ Of Latter Day Saints, Wilcox High School, J.W. Cole Financial, Inc, and J.W. Cole Advisors, Inc. Joshua has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona and Utah. Currently, Joshua is part of J. W. Cole Advisors, Inc, which operates out of Tampa, Florida. The firm has 388 offices and 512 employees. The firm manages assets totaling $5.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at J. W. Cole Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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J. W. Cole Advisors, Inc Brokerage Details
$5,735,868,013
512
25,612
$223,952
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
Joshua Nolan Work History
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
American United Life
Oneamerica Securities
Axio Wealth Management
Specialized Manufacturing
Bowman Consulting
Affordable Furniture
Gns Heating And Cooling
The Church Of Jesus Christ Of Latter Day Saints
Gns Heating And Cooling
Wilcox High School
Disclosures
Please visit the SEC profile of Joshua Nolan 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
Tampa, FL
Tampa, FL
Mckeesport, PA
Tampa, FL
Tampa, FL
Lock Haven, PA
Hightown, NJ
Bettendorf, IA
The content in this profile was updated by SmartAsset on 6/19/2024. 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 profile-compliance@smartasset.com.
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