Dianne Therese Fay
Investment adviser representative at J. W. Cole Advisors, Inc.
42 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
42 years in the industry.
- J. W. Cole Advisors, Inc.Jan 2023 to now
- J.W. Cole Advisor, Inc.Dec 2022 to now
- J.W. Cole Financial, Inc.Dec 2022 to now
- Fay & AssociatesDec 1984 to now
- The O.N. Equity Sales CompanyJul 2007 to Dec 2022
- Ohio National Financial ServicesJun 2007 to Dec 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
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
- 2269842
- Firm CRD
- 112294