Daniel Douglas Maclean
Investment adviser representative at J. W. Cole Advisors, Inc.
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.2BFirm assets
Are you Daniel Douglas Maclean? 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
11 years in the industry.
- J. W. Cole Advisors, Inc.Sep 2021 to now
- J.W. Cole Advisors, Inc.Sep 2021 to now
- J.W. Cole Financial, Inc.Sep 2021 to now
- Iht Wealth ManagementMay 2021 to Sep 2021
- Harwood Financial GroupJan 2021 to Mar 2021
- UnemployedSep 2020 to Jan 2021
- Fidelity InvestmentsMar 2019 to Sep 2020
- Morgan StanleyJun 2010 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State 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
- 5384824
- Firm CRD
- 112294