J.W. Cole Financial Revenue, Growth & Competitor Profile

Company Profile & Annual Report for J.W. Cole Financial

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J.W. Cole Financial Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	541611 Administrative Management & General Management Consulting Services
Address	4301 Anchor Plaza Pkwy. Ste. 450 Tampa, FL 33634

Note: Revenues for privately held companies are statistical evaluations.


J.W. Cole Financial's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • J.W. Cole Financial's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • J.W. Cole Financial is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

J.W. Cole Financial Annual Revenue and Growth Rate

J.W. Cole Financial	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: J.W. Cole Financial's revenues are gauged from an analysis of company filings.

J.W. Cole Financial's Income Statement (based on Industry Averages)

J.W. Cole Financial P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that J.W. Cole Financial is developing and marketing. J.W. Cole Financial doesn't have any recent trademark applications, indicating J.W. Cole Financial is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
JWC WEALTH MANAGEMENT Estate planning; Financial advice; Financial consultancy; Financial consultancy services; Financial consulting; Financial investment brokerage services; Financial planning; Insurance consultancy; Insurance consultation; Insurance information; Investment advice; Investment consultancy; Investment consultation; Investment management; Advice on finance during retirement; Capital investment services; Consultancy of capital investment; Financial investment brokerage; Financial portfolio management; Financial administration of retirement plans; Financial advice relating to income tax; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services	08/24/2023
JW COLE FINANCIAL Estate planning; Financial advice; Financial consultancy; Financial consultancy services; Financial consulting; Financial investment brokerage services; Financial planning; Insurance consultancy; Insurance consultation; Insurance information; Investment advice; Investment consultancy; Investment consultation; Investment management; Advice on finance during retirement; Capital investment services; Consultancy of capital investment; Financial investment brokerage; Financial portfolio management; Financial administration of retirement plans; Financial advice relating to income tax; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services	08/24/2023
JW COLE INSURANCE Estate planning; Financial advice; Financial consultancy; Financial consultancy services; Financial consulting; Financial investment brokerage services; Financial planning; Insurance consultancy; Insurance consultation; Insurance information; Investment advice; Investment consultancy; Investment consultation; Investment management; Advice on finance during retirement; Capital investment services; Consultancy of capital investment; Financial investment brokerage; Financial portfolio management; Financial administration of retirement plans; Financial advice relating to income tax; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services	08/24/2023

See all trademarks and details in the Full Report.

Market Share of J.W. Cole Financial's Largest Competitors

A competitive analysis shows these companies are in the same general field as J.W. Cole Financial, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to J.W. Cole Financial. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
HARBOUR BENEFIT HOLDINGS	Tampa, FL	100
ASSUREDPARTNERS INVESTMENT ADVISORS	Tampa, FL	55
ANZU PARTNERS	Tampa, FL	5
J.W. COLE FINANCIAL	Tampa, FL	4
KATZ CAPITAL MANAGEMENT	Tampa, FL	4
AGORO CARBON ALLIANCE US	Tampa, FL	4

Future Competition: J.W. Cole Financial's Fastest Growing Competitors

These companies are in the same general field as J.W. Cole Financial and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)