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J.W. Cole Financial, Inc.




J.W. Cole Financial is a member of the National Association of Securities Dealers. National Associates Securities Dealer is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

As an independent broker/dealer, J.W. Cole Financial has no ties to any particular mutual fund companies, insurance products, securities, or proprietary investments. This allows their representatives to work strictly from the client's needs, using the best investment products available. Maintaining a diverse and objective product mix is essential for J.W. Cole’s representatives to achieve the proper financial plan for their clients.

A mutual fund is a company that combines, or pools, investors' money and, generally, purchases stocks or bonds.  Ideally, a fund's size and resultant efficiency, combined with experienced management, provide advantages for investors that include diversification, expert stock and bond selection, low costs, and convenience. In terms of legal structure, a mutual fund is a corporation that receives preferential tax treatment under the U.S. Internal Revenue Code.  The assets of a mutual fund consist almost entirely of the securities it holds in its portfolio. The most common type of mutual fund, called an open-end fund, allows investors to buy and sell stock in it on an ongoing basis.

Variable insurance products such as variable universal life or variable annuities can help with additional tax-deferred or tax-free accumulation while at same time giving clients exposure to the growth of the equity and bond markets. J.W. Cole Financial Insurance Services also serves as a distributor for life insurance fixed and index annuities, long-term care disability and special underwriting cases. With agreements with over fifty major insurance providers, J.W. Cole Financial provides its representatives with the best available products and support.

Through their Financials fixed income desk, you will have access to a wide range of fixed income products including corporate, municipal, and government treasuries, as well as government agency bonds such as Ginnie Mae, Freddie Mac and Fannie Mae offerings.

With Financial Advisors throughout the U.S. their main objective is to provide they registered representatives with the best products and services available in the financial services industry so that they can successfully service their clients' needs.

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