J. W. Cole Financial, Inc.

02/02/2026

We were pleased to welcome students from the University of South Florida Personal Financial Planning Program to our home office on Friday of last week!!

During their visit, students gained exposure to the wide range of career opportunities within financial services and took a closer look at how J.W. Cole Financial supports advisors and clients nationwide. From the advisor journey to the collaborative teams that help power our firm, it was a meaningful day of learning and conversation!

A special thank you to Dr. Robert W. Tiller CFP®, CFS®, RFC®, USF Adjunct Instructor for the PFP Program, for leading and preparing such an engaged group of students! We appreciate your dedication to shaping the next generation of financial professionals.

At J.W. Cole, one of our core fundamentals is Invest in Yourself becoming a lifelong learner and continually growing in knowledge and skill. It’s inspiring to see students already doing just that as they prepare for their future in financial planning.

Thank you to these future leaders for spending time with us. We look forward to seeing the impact you make in the profession!

09/15/2025

🏈 Football season has officially kicked off—and so did we! Our office Fantasy Football Draft Party a few weeks ago brought out strategists, risk-takers, and plenty of laughs. Beyond the fun and friendly rivalries, events like this are a great way to build connections and strengthen our team culture.

Here’s to an exciting season ahead—may the best picks win!

09/15/2025

Two classes, One mission: Success ahead!

JWCollege 2025 brought together Assistants and Advisors from around the country to master the tools, platforms, and paperwork that fuel their businesses. Whether it’s learning the latest FinTech, navigating Compliance with confidence, or streamlining internal processes, JWCollege aims to be a launchpad for success! Congratulations to our March & July graduates!!

07/25/2025

Trivia Night at J.W. Cole Financial!

Last night, our home office was full of great energy, friendly competition, and plenty of laughs. We enjoyed a fantastic evening with pizza, wings, drinks, and an entertaining round of trivia hosted by Mike from Challenge Entertainment.

It was a great way to unwind and connect as a team outside the usual day-to-day.

Congratulations to the winning team The Quizzards of Ahhs for taking home the trivia crown and the cash!

Events like these remind us how important it is to build community and have fun together. Looking forward to the next team building event!

07/24/2025

In this episode of Office Hours - Advisor Spotlight we're talking with Rey Descalso, AAMS®, AIF® about how he navigates differences between clients, his favorite negotiation tactics, and what car model you definitely shouldn't buy!

J.W. Cole's Advisor Spotlight sees our own Jon Sheehan & Zac Daulton from the Business Consulting Team sitting down with some of J.W. Cole's best and brightest Financial Professionals! Through casual conversation we uncover what makes our Professionals tick, what their best, and worst, ideas have been, and what they can share with all of you to help improve your practices!
Interested in being in the Spotlight? Reach out to Jon Sheehan, MBA, CFP® at the Home Office!

This is "Office Hours Advisor Spotlight - Rey Descalso" by J.W. Cole Financial on Vimeo, the home for high quality videos and the people who love them.

05/28/2025

Some of our J.W. Cole home office ladies thought “wine not?” and had fun painting the town (and some stemware!) on a Girl’s Night Out!! Just like everything they do, they really poured their hearts into this!! Consider this memory a masterpiece. 🎨

05/19/2025

In J.W. Cole's ongoing effort to help our Financial Professionals Build Great Businesses, we held our first-ever Generation Next Junior Advisor Meeting! This is a two-day event focusing on ways up-and-coming advisors can sharpen their metaphorical saws and prepare themselves to take greater control of their practices.

Thank you to all of our guests who took this time to invest in themselves!! We can't wait to see how you all grow and what you do next!!

05/03/2025

Last night, WIFS West Florida hosted a Gatsby-worthy affair that was truly the bee’s knees! ✨

A few of our amazing JWC team members were found sipping giggle water, and dancing the night away—all in support of CASA Pinellas and their incredible mission to provide safety, advocacy, and support to survivors.

A roaring round of applause to everyone in the community that came out to show their support and make this night one for the history books! Cheers 🥂

04/18/2025

Our offices are closed in observance of Good Friday but will return to normal operating hours on Monday, April 21st.

We hope everybunny has a wonderful Easter weekend!! 🐇

04/03/2025

The Commissions Team had an amazing team-building day at the office, and we captured the moment with a fantastic team photo! 📸

We can't help but brag about our "totally awesome" Commissions Team, who are undoubtedly "the best team at J.W. Cole." Their dedication to ensuring your commissions are paid and your accounts are in good order makes them "the most important people in the office." We're all incredibly lucky to have them—things would be a mess without their hard work and excellence!

(Their words, not ours. But we totally agree—they're pretty cool! 😎)

01/25/2025

Our incredible VP of Operations, Taylor, is getting ready to welcome a baby girl and we had the best time celebrating her!! Check out some highlights from her baby shower, and wish Taylor well on her newest adventure below!! 💕 🎀

01/23/2025

Remembering our founding principal, John R Carlson, on what would have been his 59th birthday.

John, we miss you and love you! 🩵