Adam Brian Hartung
Investment adviser representative at J. W. Cole Advisors, Inc.
22 yearsExperience
2 statesRegistered 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
22 years in the industry.
- J. W. Cole Advisors, Inc.May 2023 to now
- J.W. Cole Advisor, Inc.Apr 2023 to now
- J.W. Cole Financial, Inc.Apr 2023 to now
- Parkland SecuritiesAug 2014 to Apr 2023
- Sigma Planning CorporationMar 2004 to Apr 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 4139376
- Firm CRD
- 112294