Cody Aaron Albrecht
Investment adviser representative at J. W. Cole Advisors, Inc.
15 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
15 years in the industry.
- J. W. Cole Advisors, Inc.Mar 2021 to now
- J.W. Cole Advisors, Inc.Oct 2017 to now
- J.w.cole Financial, Inc.Oct 2017 to now
- Arkkc EntertainmentOct 2013 to now
- Valley Investment PlanningJan 2012 to now
- National Planning CorporationJan 2015 to Oct 2017
- Prestige ManagementMay 2011 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (NY, PA).
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
- 6021018
- Firm CRD
- 112294