Ronald Matthew Hoyle
Investment adviser representative at J. W. Cole Advisors, Inc.
21 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
21 years in the industry.
- Core Integrated Wealth, Inc.Sep 2020 to now
- J. W. Cole Advisors, Inc.Sep 2017 to now
- J.W. Cole Advisors, Inc.Aug 2017 to now
- J.W. Cole Financial, Inc.Aug 2017 to now
- Integrated Investment Systems Inc.Aug 2017 to Dec 2022
- Park Avenue SecuritiesApr 2017 to Aug 2017
- Guardian Life Insurance Company of AmericaJan 2017 to Mar 2017
- Park Avenue SecuritiesJan 2017 to Mar 2017
- H. Beck, Inc.Jan 2011 to Jan 2017
- Independent Insurance SalesAug 2005 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 5754179
- Firm CRD
- 112294