J.W. Cole Financial, Inc.

California
Registered In
06/21/2013
Incorp. Date
Foreign
Registration Type
Florida
Foreign Jurisdiction

Company Summary

J.W. Cole Financial, Inc. at 4301 Anchor Plaza Pkwy STE 450, Tampa, FL 33634 lists Robert J Wood of Tampa, FL as the associate.

Overview

Registered In
California
Incorporation Date
Company Type
Stock Corporation - Out of State - Stock
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Florida
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People

Keri Huffman Individual Agent
12910 SUNDANCE AVE, SAN DIEGO, CA 92129
Robert J Wood CEO
4301 ANCHOR PLAZA PKWY STE 450, TAMPA, FL 33634
Robert J Wood Chief Financial Officer
4301 ANCHOR PLAZA PKWY STE 450, TAMPA, FL 33634
Robert J Wood Secretary
4301 ANCHOR PLAZA PKWY STE 450, TAMPA, FL 33634
Showing current associates only (4 of 5 total associates). Create a free account to see the full associate history

Map & Locations

4301 ANCHOR PLAZA PKWY STE 450, TAMPA, FL 33634 (Mailing) View Map

Financials

Financial Information for J.W. Cole Financial, Inc.

Form 5500

J.W. COLE FINANCIAL, INC.

4301 Anchor Plaza Pkwy. Ste. 450, Tampa, FL 33634 (813) 935-6776 EIN:16-1632597 Plan Admin:Robert J Wood
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameJ. W. COLE FINANCIAL, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY71 / 72 Assets BOY/EOY$7,029,033 / $6,460,777 2022 J. W. COLE FINANCIAL, INC. RETIREMENT PLAN - Plan #001 71 / 72 $7,029,033 / $6,460,777
2021 Plan NameJ. W. COLE FINANCIAL, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY59 / 69 Assets BOY/EOY$6,289,807 / $7,029,033 2021 J. W. COLE FINANCIAL, INC. RETIREMENT PLAN - Plan #001 59 / 69 $6,289,807 / $7,029,033
2020 Plan NameJ. W. COLE FINANCIAL, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY60 / 58 Assets BOY/EOY$5,156,337 / $6,289,807 2020 J. W. COLE FINANCIAL, INC. RETIREMENT PLAN - Plan #001 60 / 58 $5,156,337 / $6,289,807
2019 Plan NameJ. W. COLE FINANCIAL, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY58 / 58 Assets BOY/EOY$3,938,017 / $5,156,337 2019 J. W. COLE FINANCIAL, INC. RETIREMENT PLAN - Plan #001 58 / 58 $3,938,017 / $5,156,337
Benefit & Retirement Plans based on Form 5500.

Linked Companies

Address Match:4301 Anchor Plaza Pkwy Ste 450 Tampa, FL
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Person/City Match:Robert J Wood - Tampa, FL
J.W. Cole Insurance Agency Registered in New York
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J.W. Cole Financial, Inc. Registered in Nevada
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J.W. Cole Insurance Services, Inc. Registered in Nevada
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Jwc Wealth Partners, Inc. Registered in Florida
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Synergy Capital, Inc. Registered in Florida
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Tarpon Springs, FL Tampa, FL (1 more) View Report
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J.W. Cole Insurance Services, Inc. Registered in Florida
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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor
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