Heidi Colleen Collins
Investment adviser representative at J. W. Cole Advisors, Inc.
21 yearsExperience
2 statesRegistered in
$8.2BFirm assets
24 yearsFirm in business
Are you Heidi Colleen Collins? Claim your profile
Contact this firm
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
21 years in the industry.
- J. W. Cole Advisors, Inc.Nov 2018 to now
- J.W. Cole Advisors, Inc.Apr 2017 to now
- J.W. Cole Financial, Inc.Apr 2017 to now
- Cetera Investment Advisers LLCJan 2014 to Apr 2017
- Blackhawk Bank & TrustJan 2011 to Apr 2017
- Cetera Investment Services LLCDec 2005 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (IA, 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
- 5077250
- Firm CRD
- 112294