Steven David Kurland
Investment adviser representative at J. W. Cole Advisors, Inc.
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.2BFirm assets
Are you Steven David Kurland? 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
14 years in the industry.
- J. W. Cole Advisors, Inc.Nov 2017 to now
- J.W. Cole Advisors, Inc.Oct 2017 to now
- J.W. Cole Financial, Inc.Oct 2017 to now
- Sii Investments IncNov 2012 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 5078232
- Firm CRD
- 112294