SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
J. W. Cole Advisors, Inc.
Tampa, FL
Jonathan Roberts Advisory Group, Inc., CRD 112294
Firm filing updated March 31, 2026 ·
- $8.2BAssets
- 31,247Clients
- 468Advisory staff
- 31,247Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals29,606
- High net worth individuals1,261
- Corporations or other businesses327
- Charities46
- Pension and profit sharing plans7
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 29,606 | $5.1 billion |
| High net worth individuals | 1,261 | $2.7 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $6.9 million |
| Charitable organizations | 46 | $116.8 million |
| Corporations or other businesses not listed above | 327 | $231.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 6 services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Other: "HOURLY & FIXED RATE CONSULTING"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Other: "HOURLY & FIXED RATE CONSULTING"
Assets and accounts
- Regulatory assets$8.2 billion
- Accounts31,247
- Discretionary$6.7 billion · 26,673 accounts
- Non-discretionary$1.5 billion · 4,574 accounts
People
- Employees550
- Advisory staff468
- Broker-dealer reps485
- Licensed insurance agents430
- Planning clients2,000
Advisors
291 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Jonathan Roberts Advisory Group, Inc. SEC-registered investment advisor. CRD 112294, SEC file 801-60722.
- Registered with the SEC as an investment advisor (status date on record: November 23, 2001).
Is J. W. Cole Advisors, Inc. a fiduciary?
Short answer: J. W. Cole Advisors, Inc. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 485 staff are broker-dealer representatives, the firm is itself a broker-dealer and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
430 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.