J.W. Cole Financial Data Breach Investigation

Turke & Strauss LLP, a leading data breach law firm, is investigating J.W. Cole Financial, Inc. regarding its recent data breach. The J.W. Cole Financial data breach involved sensitive personal identifiable information belonging to an undetermined number individuals.


J.W. Cole Financial is a financial services firm that offers clients a wide variety of securities, investment products, and insurance services. Specifically, J.W. Cole Financial is an independent broker/dealer and FINRA and SIPC member. Founded with the goal of finding the right investments for each client, J.W. Cole Financial offers clients access to mutual funds, exchange traded funds, variable annuities, fixed and index annuities. Headquartered in Tampa, Florida, J.W. Cole Financial was founded in 1998 and employs over 50 individuals.


Recently, J.W. Cole Financial discovered that it had experienced a data breach in which the sensitive personal identifiable information in its systems may have been accessed and acquired. Through its investigation, J.W. Cole Financial determined that an unauthorized actor may have accessed and acquired this sensitive information through an employee email account. On September 29, 2023, J.W. Cole Financial began contacting individuals whose information may have been impacted. The type of information exposed includes:

  • Name
  • Social Security number
  • Financial account number

If you received a breach notification letter from J.W. Cole Financial, Inc.:

We would like to speak with you about your rights and potential legal remedies in response to this data breach. Please fill out the form, below, or contact us at (608) 237-1775 or sam@turkestrauss.com.

If you were impacted by J.W. Cole Financial data breach, you may consider taking the following steps to protect your personal information.

  1. Carefully review the breach notice and retain a copy;
  2. Enroll in any free credit monitoring services provided by J.W. Cole Financial, Inc.;
  3. Change passwords and security questions for online accounts;
  4. Regularly review account statements for signs of fraud or unauthorized activity;
  5. Monitor credit reports for signs of identity theft; and
  6. Contact a credit bureau(s) to request a temporary fraud alert.

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