Stephen M. Drizos
Investment adviser representative at J. W. Cole Advisors, Inc.
5 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
5 years in the industry.
- J. W. Cole Advisors, Inc.Oct 2018 to now
- J.W. Cole Advisors, Inc.Oct 2018 to now
- J.W. Cole Financial, Inc.Oct 2018 to now
- Summit Brokerage Services Inc.Sep 2018 to Oct 2018
- Summit Financial Group Inc.Sep 2018 to Oct 2018
- PNC InvestmentsOct 2013 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 5773670
- Firm CRD
- 112294