Joshua David Jordan
Investment adviser representative at J. W. Cole Advisors, Inc.
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- J. W. Cole Advisors, Inc.Feb 2026 to now
- J.W. Cole Advisors, Inc.Feb 2026 to now
- J.W. Cole Financial, IncFeb 2026 to now
- CommonwealthMar 2019 to Feb 2026
- Cuna Brokerage ServicesNov 2016 to Mar 2019
- Cuna Mutual GroupNov 2016 to Mar 2019
- Pruco Securities LLCNov 2014 to Nov 2016
- The Prudential Insurance Company of AmericaNov 2014 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 4769333
- Firm CRD
- 112294