Michael Mark Mcguire
Investment adviser representative at J. W. Cole Advisors, Inc.
25 yearsExperience
1 stateRegistered in
$8.2BFirm assets
24 yearsFirm in business
Are you Michael Mark Mcguire? Claim your profile
Contact this firm
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
25 years in the industry.
- J. W. Cole Advisors, Inc.Feb 2025 to now
- J.W. Cole Advisors, Inc.Feb 2025 to now
- J.W. Cole Financial, Inc.Feb 2025 to now
- Osaic Wealth, IncNov 2018 to Feb 2025
- SiiNov 2017 to Nov 2018
- MML Investors Services, LLCMar 2017 to Nov 2017
- Metlife SecuritiesAug 2001 to Nov 2017
- Metropolitan Life InsuranceAug 2001 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 4078316
- Firm CRD
- 112294