Sean Patrick Foley
Investment adviser representative at J. W. Cole Advisors, Inc.
9 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
9 years in the industry.
- J. W. Cole Advisors, Inc.Oct 2018 to now
- J.W. Cole Advisors, Inc.Oct 2018 to now
- J.W. Cole Financial, Inc.Oct 2018 to now
- Infinity Financial GroupJan 2021 to Dec 2022
- Securities America AdvisorsOct 2017 to Oct 2018
- Securities America, Inc.Oct 2017 to Oct 2018
- National Planning CorporationApr 2017 to Oct 2017
- Edward JonesAug 2013 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2006
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 4922993
- Firm CRD
- 112294