Steven Alan Foster
Investment adviser representative at J. W. Cole Advisors, Inc.
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- J. W. Cole Advisors, Inc.Jan 2024 to now
- J.W. Cole Advisors, Inc.Jan 2024 to now
- J.W. Cole Financial, Inc.Jan 2024 to now
- Foster Financial ServicesJun 2012 to now
- LPL Financial, LLCJan 2020 to Jan 2024
- Voya Financial AdvisorsSep 2014 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 5670420
- Firm CRD
- 112294