Kimberly Marie Surber
Investment adviser representative at J. W. Cole Advisors, Inc.
23 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
23 years in the industry.
- J. W. Cole Advisors, Inc.Jul 2021 to now
- J.W. Cole Advisors, Inc.Aug 2019 to now
- J.W. Cole Financial, Inc.Aug 2019 to now
- Intelligence Driven Advisers, LLCDec 2018 to Aug 2019
- Kimberly Surber Divorce PlanningSep 2017 to Feb 2022
- Labrum Wealth ManagementSep 2017 to Mar 2019
- The Strategic Financial Alliance, Inc.Oct 2003 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 2918106
- Firm CRD
- 112294