Joshua Aaron Belkin
Investment adviser representative at J. W. Cole Advisors, Inc.
10 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
10 years in the industry.
- J. W. Cole Advisors, Inc.May 2024 to now
- J.W. Cole Advisors, Inc.May 2024 to now
- J.W. Cole Financial, IncMay 2024 to now
- Culture Class TravelOct 2018 to now
- MML Investors Services, LLCSep 2020 to May 2024
- Massmutual Life Insurance CompanyAug 2020 to May 2024
- Leumi Investment Services, Inc.Oct 2016 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4858752
- Firm CRD
- 112294