Claire Ann Walmer
Investment adviser representative at J. W. Cole Advisors, Inc.
12 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
12 years in the industry.
- J. W. Cole Advisors, Inc.Jul 2025 to now
- J.W. Cole Advisors, Inc.Jul 2025 to now
- J.W. Cole Financial, Inc.Jul 2025 to now
- Sun Step Financial, LLCApr 2024 to now
- Bankers' BankJul 2018 to Apr 2024
- LPL Financial LLCJan 2014 to Jul 2025
- Old National Bank (formerly: Anchor Bank)Jan 2014 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 4615741
- Firm CRD
- 112294