ChooseAFinancialAdvisor.com
Advisors / Florida / Tampa
12yrs

Douglas Wright

Financial advisor at J. W. Cole Advisors

Douglas Wright has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Tampa, Florida. Douglas has been with J. W. Cole Advisors since 2019; before that, Douglas spent four years at Global Financial Private Capital and less than a year at Gradient Advisors. J. W. Cole Advisors offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.

One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.

Tampa, FL 33634Fiduciary advisor
Call the officeDirections

At a glance

Experience12 years (since 2014)
How that compares ?More experience than 52% of advisors in Tampa
Office4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$255,702
Advisors at the firm498
States licensed ?1 state

Services through J. W. Cole Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 65Uniform Investment Adviser Law Examination

Career

  1. 2019 – now
  2. 2015 – 2019
    Global Financial Private Capital, Inc.Previously
  3. Feb 2015 – Mar 2015

Questions to ask Douglas

Tailored to Douglas’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Douglas

How do I contact Douglas?

Call J. W. Cole Advisors at (813) 935-6776 and ask for Douglas Wright. Douglas works from the Tampa, FL office.

How long has Douglas been a financial advisor?

Douglas has been in the industry since 2014, about 12 years. More experience than 52% of advisors in Tampa.

What licenses does Douglas hold?

Series 65. Tap any license on this page to see what it allows.

Is Douglas a fiduciary?

Douglas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Douglas paid?

J. W. Cole Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Douglas for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

Other advisors nearby

Capitol Securities Management
47yrs
Robert Stein
Financial advisor
601 South Harbour Island Blvd Suite 109
Tampa, FL 33602
Top advisor by experience in Tampa
Fiduciary
Call Directions
J. W. Cole Advisors
47yrs
Richard Darrow
Financial advisor
4301 Anchor Plaza Parkway Suite 450
Tampa, FL 33634
Top advisor by experience at J. W. Cole Advisors
Fiduciary
Call Directions
Ameriprise Financial Services
47yrs
Harold Lauber
Financial advisor
501 S Dakota Ave Suite 1
Tampa, FL 33606
Top 1% by experience in Tampa
Fiduciary
Call Directions
Morgan Stanley
46yrs
Mark Delmar
Financial advisor
18302 Highwoods Preserve Parkway Suite 100
Tampa, FL 33647
Top 1% by experience in Tampa
Fiduciary
Call Directions
Capitol Securities Management
46yrs
Paul Bedinger
Financial advisor
601 South Harbour Island Blvd Suite 109
Tampa, FL 33602
Top 1% by experience in Tampa
PlanningInvesting
Call Directions
Capitol Securities Management
46yrs
Michael Via
Financial advisor
Tampa, FL
Top 1% by experience in Tampa
Fiduciary
Call Directions

See all advisors near Tampa