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John Nunzio Nanni

Investment adviser representative at J. W. Cole Advisors, Inc.
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.2BFirm assets

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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

25 years in the industry.

  1. Graceoneaz LLCAug 2026 to now
  2. John N. Nanni, Certified Financial Planner(tm) - Sole ProprietorAug 2026 to now
  3. J. W. Cole Advisors, Inc.Nov 2010 to now
  4. J.W. Cole Advisors, Inc.Nov 2010 to now
  5. J.W. Cole Financial, Inc.Sep 2010 to now
  6. (self Employed) Rippleinc.comFeb 2003 to now
  7. (self Employed) - Life and Health SalesJun 2001 to now

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2001
  • Series 63 · Uniform Securities Agent State Law2010
  • Series 65 · Uniform Investment Adviser Law2010

State registrations

Registered as an investment adviser representative in 1 state (AZ).

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
2262465
Firm CRD
112294
Advisor's SEC record (opens in a new tab)
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