J W Cole Investment Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

122

Total plan assets

$13.1M

Filings (rows)

Direct comp

$14K

Indirect comp

Showing only "J W COLE INVESTMENT ADVISORS"

View all 13 variants aggregated →

J W COLE FINANCIAL14 J W THOMPSON INVESTMENTS6 J WITT5 J W TERRILL A MARSH & MCLENNAN AG3 J W COLE ADVISORS3 J W MAYS3 J W HUNT AND LLP3

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
David Y. Martin Jr., LLC Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC · all filings	NEW ORLEANS, LA	Advisor / Consultant	122	$13.1M	$14K	$0