Daniel Kenneth Geisler
Investment adviser representative at J. W. Cole Advisors, Inc.
16 yearsExperience
1 stateRegistered 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
16 years in the industry.
- J. W. Cole Advisors, Inc.May 2020 to now
- J.W. Cole Advisors, Inc.May 2020 to now
- J.W. Cole Financial, Inc.May 2020 to now
- TD Ameritrade Investment Management, LLCFeb 2018 to May 2020
- TD Ameritrade, Inc.Feb 2018 to May 2020
- ScottradeJun 2010 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 5810385
- Firm CRD
- 112294