JONATHAN ROBERTS ADVISORY GROUP, INC.
Doing business as J. W. COLE ADVISORS, INC.. SEC Form ADV profile.
Total regulatory AUM
$8,247,916,891
Discretionary
$6,740,299,532
Non-discretionary
$1,507,617,359
Firm details
- CRD number
- 112294
- SEC file number
- 801-60722
- Main office
- TAMPA, FL, United States
- Employees
- 550
- SEC status
- Approved
- Website
- https://www.jw-cole.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.