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J. W. COLE ADVISORS, INC.
JONATHAN ROBERTS ADVISORY GROUP, INC.
CRD 112294 · SEC 801-60722
4301 ANCHOR PLAZA PARKWAY, SUITE 450, TAMPA, FL, 33634, United States
Phone
(813) 935-6776
Fax
(813) 935-6775
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$8.25B
Discretionary AUM
$6.74B
Team
550 total employees; 468 advisory reps; 1971 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminarsHOURLY & FIXED RATE CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29606 | $5.15B |
| High net worth individuals | 1261 | $2.75B |
| Pension/profit sharing plans | 7 | $6.9M |
| Charitable organizations | 46 | $116.8M |
| Corporations/business entities | 327 | $231.5M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD