Michael Andrew Powrie
Investment adviser representative at J. W. Cole Advisors, Inc.
20 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
20 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
- UnemployedNov 2024 to Feb 2025
- Morgan StanleyMar 2023 to Nov 2024
- E*trade Capital Management LLCApr 2009 to Nov 2024
- E*trade Securities LLCFeb 2006 to Nov 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 2840937
- Firm CRD
- 112294