Tyler Jonathan Pell
Investment adviser representative at J. W. Cole Advisors, Inc.
11 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
11 years in the industry.
- J. W. Cole Advisors, Inc.Sep 2023 to now
- J.W. Cole Advisors, Inc.Sep 2023 to now
- J.W. Cole Financial, Inc.Sep 2023 to now
- Stella Polaris Consulting & Wealth ManagementFeb 2015 to now
- Cetera Financial Specialists LLCMar 2015 to Sep 2023
- Cetera Investment Advisers LLCMar 2015 to Sep 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 4046133
- Firm CRD
- 112294