Madeline O'malley Young
Investment adviser representative at J. W. Cole Advisors, Inc.
12 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
12 years in the industry.
- J. W. Cole Advisors, Inc.Jun 2026 to now
- J.W. Cole Advisors, Inc.Jun 2026 to now
- J.W. Cole Financial, Inc.Jun 2026 to now
- Benjamin and CompanyAug 2021 to now
- Commonwealth Financial NetworkAug 2021 to Jun 2026
- Royal Alliance AssociatesJul 2017 to Aug 2021
- Key Financial IncJun 2014 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 6345327
- Firm CRD
- 112294