Capitol Securities Management
47yrs
Top advisor by experience in Tampa
5yrs
Jonathan Couper
Financial advisor at J. W. Cole Advisors
Jonathan Couper is a fiduciary financial advisor in Tampa, Florida, with 5 years in the industry. Jonathan joined J. W. Cole Advisors in 2023, after two years at Woodbury Financial Services. 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.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
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.
Career
- 2023 – nowJ. W. Cole Advisors, Inc.Current firm
- Nov 2021 – May 2023Woodbury Financial Services, Inc.Previously
Contact Jonathan
(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 Jonathan
Tailored to Jonathan’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 Jonathan
How do I contact Jonathan?
Call J. W. Cole Advisors at (813) 935-6776 and ask for Jonathan Couper. Jonathan works from the Tampa, FL office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Jonathan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
J. W. Cole Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jonathan 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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