Jacquelyn M Dohse
Investment adviser representative at J. W. Cole Advisors, Inc.
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.2BFirm assets
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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.Nov 2025 to now
- J.W. Cole Advisors, Inc.Nov 2025 to now
- J.W. Cole Financial, Inc.Nov 2025 to now
- Commonwealth Financial NetworkJun 2022 to Nov 2025
- Mercer Global AdvisorsDec 2021 to Jun 2022
- Mirsky Financial Management Corp.Oct 2017 to Dec 2021
- Tompkins Financial AdvisorsJan 2010 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 5826719
- Firm CRD
- 112294