Sarah Katherine Mcdonald
Investment adviser representative at J. W. Cole Advisors, Inc.
14 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
14 years in the industry.
- J. W. Cole Advisors, Inc.Jun 2020 to now
- J.W. Cole Advisors, Inc.Jun 2020 to now
- Arcadia Financial Group, LLCSep 2017 to May 2020
- Arcadia Wealth Management, LLCSep 2017 to May 2020
- Edward JonesJan 2012 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (NH).
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
- 6004456
- Firm CRD
- 112294