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Thomas James Hayes

Investment adviser representative at J. W. Cole Advisors, Inc.
27 yearsExperience
1 stateRegistered in
PFSDesignation
$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

27 years in the industry.

  1. T J Hayes & Co PllcNov 2005 to now
  2. J. W. Cole Advisors, Inc.Apr 2005 to now
  3. J.W. Cole Advisors, Inc.Apr 2005 to now
  4. J.W. Cole Financial, Inc.Sep 2003 to now
  5. Zone 7 Financial ServicesNov 1999 to now

Designations

  • PFS

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 65 · Uniform Investment Adviser Law1999

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
3092791
Firm CRD
112294
Advisor's SEC record (opens in a new tab)
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