David Brandon Cottrell
Investment adviser representative at J. W. Cole Advisors, Inc.
13 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$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
13 years in the industry.
- J. W. Cole Advisors, Inc.Aug 2026 to now
- J.W. Cole Financial, Inc.Aug 2026 to now
- Guardian Life Insurance CompanyMar 2020 to Jul 2026
- Park Avenue SecuritiesMar 2020 to Jul 2026
- Ameriprise Financial Services, Inc.Sep 2017 to Mar 2020
- Principal Life Insurance CompanyApr 2017 to Sep 2017
- Principal Securities IncApr 2017 to Sep 2017
- Aspen Financial Advisory ServicesFeb 2016 to May 2017
- MoneyblockAug 2013 to Apr 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4080311
- Firm CRD
- 112294