Richard Allen Bavetz
Investment adviser representative at J. W. Cole Advisors, Inc.
18 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
18 years in the industry.
- J. W. Cole Advisors, Inc.Apr 2019 to now
- J.W. Cole Advisors, Inc.Apr 2019 to now
- Carington Financial & Insurance ServicesJan 2008 to now
- Global Financial Private Capital, LLCMay 2018 to Apr 2019
- Gradient Advisors, LLCFeb 2018 to May 2018
- Global Financial Private Capital, LLCMay 2015 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (CA, MO).
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
- 6490328
- Firm CRD
- 112294