William Joel Small
Investment adviser representative at J. W. Cole Advisors, Inc.
12 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
12 years in the industry.
- J. W. Cole Advisors, Inc.Nov 2025 to now
- J.W. Cole Advisors, Inc.Mar 2023 to now
- J.W. Cole Financial, Inc.Mar 2023 to now
- Securities America Advisors, Inc.Jul 2020 to Mar 2023
- Securities America, Inc.Jul 2020 to Mar 2023
- Investacorp Advisory ServicesApr 2014 to Jul 2020
- Investacorp IncApr 2014 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 2649975
- Firm CRD
- 112294