Capitol Securities Management
47yrs
Top advisor by experience in Tampa
22yrs
Scott Jackson
Full name on record: Scott Christopher Jackson
Financial advisor at J. W. Cole Advisors
Scott Jackson has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Tampa, Florida. After four years at Platinum Wealth Partners and a year at Morgan Stanley, Scott joined J. W. Cole Advisors in 2014, a firm offering financial planning, investment management, and selecting outside investment managers. J. W. Cole Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 72% 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 ?2 states
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 66Uniform Combined State Law Examination
Career
- 2014 – nowJ. W. Cole Advisors, Inc.Current firm
- 2011 – 2015Platinum Wealth PartnersPreviously
- Jun 2009 – Apr 2010Morgan StanleyPreviously
- 2006 – 2009Citigroup Global Markets Inc.Previously
- Nov 2004 – Oct 2006Morgan Stanley DW Inc.Previously
Contact Scott
(813) 935-6776J. W. Cole Advisors main office 4301 Anchor Plaza Parkway Suite 450Tampa, FL 33634Office · Get directions Firm websitewww.jw-cole.com
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Questions to ask Scott
Tailored to Scott’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Scott
How do I contact Scott?
Call J. W. Cole Advisors at (813) 935-6776 and ask for Scott Jackson. Scott works from the Tampa, FL office.
How long has Scott been a financial advisor?
Scott has been in the industry since 2004, about 22 years. More experience than 72% of advisors in Tampa.
What licenses does Scott hold?
Series 66. Tap any license on this page to see what it allows.
Is Scott a fiduciary?
Scott is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Scott paid?
J. W. Cole Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Scott 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.
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