Steven Patrick Ford
Investment adviser representative at J. W. Cole Advisors, Inc.
17 yearsExperience
2 statesRegistered in
$8.2BFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- J. W. Cole Advisors, Inc.Apr 2021 to now
- Ford Fowler Wealth ManagementApr 2021 to now
- J.W. Cole Advisors, Inc.Apr 2021 to now
- J.W. Cole Financial, Inc.Apr 2021 to now
- Cambridge Investment Research Advisors, IncAug 2020 to Apr 2021
- Cambridge Investment Research, Inc.Aug 2020 to Apr 2021
- Fcg Advisors LLCDec 2009 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
J. W. Cole Advisors, Inc.
Legal name: Jonathan Roberts Advisory Group, Inc.
$8.2BAssets managed
31,247Clients
485Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1444439
- Firm CRD
- 112294