Donald Henry Burgess
Investment adviser representative at J. W. Cole Advisors, Inc.
15 yearsExperience
1 stateRegistered in
CFADesignation
$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
15 years in the industry.
- J. W. Cole Advisors, Inc.Sep 2021 to now
- J.W. Cole Advisors, IncJul 2021 to now
- Fusion Analytics Investment Partners LLCFeb 2013 to Jul 2021
- Kitchen Art of South Florida IncAug 2011 to Feb 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6158187
- Firm CRD
- 112294