Mandie Joy Rayborn
Investment adviser representative at J. W. Cole Advisors, Inc.
8 yearsExperience
1 stateRegistered 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
8 years in the industry.
- J. W. Cole Advisors, Inc.Jan 2024 to now
- J.W. Cole Advisors, Inc.Sep 2021 to now
- J.W. Cole Financial, IncSep 2021 to now
- Various Insurance Carriers for W & R Insurnace AgenciesJun 2014 to now
- LPL Financial LLCJul 2021 to Aug 2021
- Duskwood Dawn IncOct 2018 to Aug 2021
- Waddell & Reed, Inc.Aug 2013 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 6242395
- Firm CRD
- 112294