Diane Louise Matelsky-lieberman
Investment adviser representative at J. W. Cole Advisors, Inc.
29 yearsExperience
1 stateRegistered 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
29 years in the industry.
- J. W. Cole Advisors, Inc.Mar 2025 to now
- J.W. Cole Advisors, Inc.Mar 2025 to now
- J.W. Cole Financial, Inc.Mar 2025 to now
- Osaic Wealth, Inc.Jun 2024 to Mar 2025
- Securities America AdvisorsSep 2020 to Jun 2024
- Securities America, Inc.Sep 2020 to Jun 2024
- Ssn Advisory, Inc.Nov 2004 to Sep 2020
- Securities Service Network, Inc.Jun 1997 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 1783521
- Firm CRD
- 112294