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Transition Roadmap

Ready to get started with J.W. Cole? The J.W. Cole transition team is here to provide you with everything you need to make it a smooth process. Our Transition Roadmap will help guide you through every stop and milestone along the journey. The video below will tell you more, but if you’re ready to get on the road...”

You’ll hit a few landmarks on your way to partnering with J.W. Cole, with plenty to do at each stop.


Have a conversation with the people you’re partnering with, and maybe make a quick stop by the office for a tour.

Pre-Hire Review

Kick the tires and fill out a few preliminary early forms before you get too far into your journey.

Transition Groundwork

You’re on the road! There are some miles and some paperwork ahead, but it’ll be worth it.

Resignation Day

Take a look in the rear-view mirror and Say goodbye to your old Broker/Dealer. Congratulations! You’ve come a long way.

J.W. Cole Approval Day

Welcome to J.W. Cole, we’re glad to have you!