Our Mission Statement - J. W. Cole’s existence is solely dependent on its partner Advisors. When they succeed, we succeed. Our mission is to help our partners build great businesses.

About J.W. Cole Financial, Inc.

J.W. Cole Financial, Inc., Member FINRA /SIPC is a full service independent broker/dealer offering a wide array of general securities, investment products, and insurance services.

With Financial Advisors throughout the U.S., our main objective is to provide them with the best products and services available in the financial services industry so that they can successfully service their clients'​ needs.

Whether it is the relationship between the home office and the Financial Advisor or the Financial Advisor and the client, listening and comprehending the needs of those that work with us is key for the continued growth of J.W. Cole.

Business Development

Insurance

Investment Management

Credit

J.W. Cole Financial, Inc.

Ted Hoornstra

Darryl Olenchalk

Jackson Lee

Lauren McClemens

R.j. Wood

John Carlson

Kurt W Lofgren

Craig Towle

The Leadership Team at J.W. Cole Financial, Inc. plays a pivotal role in shaping the strategic direction and operational effectiveness of the firm. Comprising key executives, this team ensures that the company aligns its products and services with the needs of its partner Advisors, fostering an environment that promotes growth and success. They prioritize compliance, oversee crucial relationship management, and drive initiatives that enhance the overall client experience, reinforcing the firm’s commitment to empowering its advisors.

Leadership Team

Advisory Operations Team

Sales and Support Team

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Leadership Team

About

Team members

Other teams at J.W. Cole Financial, Inc.

Advisory Operations Team

Sales and Support Team

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Leadership Team

About

Team members

Other teams at J.W. Cole Financial, Inc.

Advisory Operations Team

Sales and Support Team

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