Todd Matthew Wangler
Investment adviser representative at J. W. Cole Advisors, Inc.
15 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
15 years in the industry.
- J. W. Cole Advisors, Inc.Aug 2021 to now
- J.W. Cole Advisors, LLCAug 2021 to now
- J.W. Cole Financial, IncAug 2021 to now
- Wangler Wealth Management Inc.Jan 2015 to now
- Securities America AdvisorsJul 2020 to Aug 2021
- Securities America IncJul 2020 to Aug 2021
- Prentice Wealth Management, LLCFeb 2012 to May 2017
- Cadaret, Grant & Co., Inc.Jun 2011 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 4543651
- Firm CRD
- 112294