Key facts
- J. W. COLE ADVISORS, INC. is a other based in TAMPA, FL.
- J. W. COLE ADVISORS, INC. reports $1.4M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 112294- Regulatory AUM
- $1.4M
- Private fund assets
- —
- Private funds
- —
- Staff
- 550
- Registered office
- TAMPA, FL
- SEC status
- Approved
Discloses a disciplinary history on Form ADV. Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as JONATHAN ROBERTS ADVISORY GROUP, INC.).
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Portfolio
Portfolio — not yet on record
No portfolio companies for J. W. COLE ADVISORS, INC. are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is J. W. COLE ADVISORS, INC.'s AUM?
- J. W. COLE ADVISORS, INC. manages approximately $1.4M in assets.