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Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC.

Advisory services offered through J.W. Cole Advisors, Inc. (JWCA), Caron Wealth Management and JWC/JWCA are unaffiliated entities.

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Our primary regulator, FINRA, provides numerous investor education materials. One resource is BrokerCheck, which provides information about firms and financial advisors.  

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For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here. By following the link, you consent to receipt of the Form CRS electronically.

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Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Caron Wealth Management which are disclosed on this site, may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

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The scope of the services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. The content on this site is believed to be accurate and is not intended to give tax or legal advice.  Caron Wealth Management (CWM) does not serve as an attorney or accountant, nor does CWM prepare legal documents or tax returns.

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