J. W. Cole Advisors, Inc

Investment Advisor
in Tampa, FL

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About this Advisor

Randall Boston is a chartered financial consultant operating out of Tampa, Florida, with 4 years of industry experience. Boston is an employee of J. W. Cole Advisors, Inc. The advisor has gained experience at The Prudential Insurance Company Of America, Us Health Advisors, United Parcel Service, Trace Systems, Inc, Divas For Life Medical Spa, J.W. Cole Financial, Inc, J.W. Cole Advisors, Inc and Pruco Securities LLC. Boston holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Florida. J. W. Cole Advisors, Inc is an advisory business operating out of Tampa, FL. The investment advisory business has offices in 388 locations and a total of 521 employees. It has $5 billion in assets across its 24,060 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 27 charitable organizations. Of its 24,060 customer accounts, just 8% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The firm has a diverse range of services, including 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 for financial advice largely vary depending on which services are offered. Fee types billed by J. W. Cole Advisors, Inc can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63, Chartered Financial Consultant

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

Randall Boston Work History

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

2019 - Present (5 years)

J.W. Cole Financial, Inc

2019 - Present (5 years)

J.W. Cole Advisors, Inc

2014 - 2019 (5 years)

The Prudential Insurance Company Of America

2014 - 2019 (5 years)

Pruco Securities LLC

2013 - 2014 (1 year)

Us Health Advisors

2013 - 2013 (< 1 year)

United Parcel Service

2013 - 2013 (< 1 year)

Divas For Life Medical Spa

2012 - 2013 (1 year)

Trace Systems, Inc

*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 Randall Boston 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

Michael Valencia
Parkville, MD
Jonathan Sheehan
Tampa, FL
Amanda Williams
Tampa, FL
Deanna Williamson
Tampa, FL
William Drexler
Palm Bay, FL
Jordan Windhorst
Metropolis, IL
Kristopher Cotton
Tampa, FL
Hayden Herrington
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 profile-compliance@smartasset.com.

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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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