John Kenneth Bruno
Investment adviser representative at J. W. Cole Advisors, Inc.
16 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
16 years in the industry.
- Savvy Wealth Management, LLCSep 2026 to now
- J. W. Cole Advisors, Inc.Jun 2026 to now
- J.W. Cole Advisory, Inc.Jun 2026 to now
- J.W. Cole Financial, Inc.Jun 2026 to now
- Aei Securities, Inc.May 2026 to now
- Level Four Advisory Services, LLCJan 2025 to Feb 2026
- Level Four Financial, LLCJan 2025 to Feb 2026
- Gfs Advisors LLCDec 2010 to Dec 2024
- Global Financial Services L.L.C.Dec 2010 to Dec 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 2854977
- Firm CRD
- 112294