Gerri A Harrison
Investment adviser representative at J. W. Cole Advisors, Inc.
13 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
13 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
- LPL Financial LLCJan 2022 to Feb 2025
- Visions Analysis LLCJan 2022 to Feb 2025
- Planning With Purpose LLCJul 2016 to Dec 2022
- J.W. Cole Advisors, Inc.Sep 2013 to Jan 2022
- J.W. Cole Financial, Inc.Sep 2013 to Jan 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1998
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
- 2822207
- Firm CRD
- 112294