John F Kennedy
Investment adviser representative at J. W. Cole Advisors, Inc.
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.2BFirm assets
Are you John F Kennedy? 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
16 years in the industry.
- J. W. Cole Advisors, Inc.Feb 2017 to now
- J.W. Cole Advisors, Inc.Feb 2017 to now
- J.W. Cole Financial, Inc.Feb 2017 to now
- Cfc ArtsSep 2016 to Dec 2016
- Orange County East Rotary FoundationAug 2016 to Aug 2018
- Mosaic Wealth ManagementJan 2013 to Feb 2018
- G.A. Repple & CompanySep 2010 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
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
- 5644048
- Firm CRD
- 112294