Andrea Ruth Klipfel
Investment adviser representative at J. W. Cole Advisors, Inc.
10 yearsExperience
2 statesRegistered in
$8.2BFirm assets
24 yearsFirm in business
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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
10 years in the industry.
- J. W. Cole Advisors, Inc.Aug 2024 to now
- J.W. Cole Advisors, Inc.Aug 2024 to now
- J.W. Cole Financial, Inc.Aug 2024 to now
- Kennedy Club Fitness In Paso RoblesJun 2022 to now
- Zentegrity Yoga Therapies, LLC.Jun 2022 to now
- Grove Point Advisors LLCMar 2023 to Aug 2024
- Grove Point Investments LLCMar 2023 to Aug 2024
- Independent Financial GroupNov 2019 to Mar 2023
- LPL Financial LLCSep 2016 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 4618630
- Firm CRD
- 112294