The Leadership Team at J.W. Cole Financial, Inc. plays a pivotal role in shaping the strategic direction and operational effectiveness of the firm. Comprising key executives, this team ensures that the company aligns its products and services with the needs of its partner Advisors, fostering an environment that promotes growth and success. They prioritize compliance, oversee crucial relationship management, and drive initiatives that enhance the overall client experience, reinforcing the firm’s commitment to empowering its advisors.
Craig Towle
Executive Vice President, Part...
Jackson Lee
Principal - Custody And Cleari...
John Carlson
Founding Principal
Kurt W Lofgren
Chief Compliance Officer
Michele J. Delsordo
Deputy Chief Compliance Office...
R.j. Wood
Founding Principal
Rich Dunsford
Senior Vice President, Advisor...
Santo Montalbano
Senior Vice President
Stormy Janes
Vice President
Ted Hoornstra
Founder & Principal
View all