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Robert Wood

26 Years of Experience
Tampa, FL
BrokerSells Insurance

Robert Wood is a registered investment advisor, based in Tampa, FL, with 26 years of industry experience.

Location

4301 Anchor Plaza Parkway, Suite 450, Tampa, FL, 33634

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Robert is involved in various business activities, including real estate investment, trucking/transportation, and tax & accounting. He also owns JWC Wealth Management, JWC Wealth Partners, and several holding companies, dedicating nearly full-time hours to JWC Wealth Partners.

Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
April 2003 - Present · 23 yrs 1 mo
J. W. Cole Advisors, INC.
October 2002 - Present · 23 yrs 7 mos
Previous Registrations
Jaffetilchin Investment Partners, LLC
April 2007 - May 2009 · 2 yrs 1 mo
Jonathan Roberts Financial Group, INC.Broker
May 1999 - September 2003 · 4 yrs 4 mos
State Registrations29 states
ARCOCTDCFLHIIAILINKYMAMEMIMNMOMTNCNDNHNMNYOHORRISCSDTXVTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Robert Wood - Financial Advisor | TrueAdvisor