Contact Us

Securities offered through J.W. Cole Financial, Inc. (JWC). Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Neither J.W. Cole Advisors, Inc. (JWCA) or J.W. Cole Financial, Inc. (JWC) nor its representatives provide legal, tax preparation or accounting advice. Persons who provide such advice do so in a capacity other than as a registered representative of (JWCA/JWC). Rooted Financial Solutions/FRS Specialists and JWC/JWCA are not affiliated entities.

Advisors must be properly registered in the state where you live in order to conduct securities related business with you. Therefore, a response to your request for information may be delayed in order to assure our compliance with this regulation. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

Click here for a copy of JWC’s Disclosure Supplement.  |  Click here for a copy of JWCA’s Disclosure Supplement.  |  By following these links, you consent to receipt of the Forms CRS electronically.