Colleen Anne O'shaughnessy
Investment adviser representative at J. W. Cole Advisors, Inc.
14 yearsExperience
2 statesRegistered in
ChFC®Designation
$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.Apr 2024 to now
- J. W. Cole Advisors, Inc.Mar 2024 to now
- J.W. Cole Financial, IncNov 2021 to now
- MML Investors ServicesApr 2012 to Nov 2021
- Mass Mutual Life Insurance CompanyJan 2012 to Nov 2021
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 6040894
- Firm CRD
- 112294