Brooke Palmer
Investment adviser representative at J. W. Cole Advisors, Inc.
13 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
13 years in the industry.
- J. W. Cole Advisors, Inc.Jul 2025 to now
- J.W. Cole Advisors, Inc.Jul 2025 to now
- J.W. Cole Financial, Inc.Jul 2025 to now
- LPL Financial LLCMay 2021 to Jul 2025
- Bankers' BankMay 2021 to Apr 2024
- UBS Financial Services Inc.Dec 2015 to May 2021
- Kd's Bar and GrillAug 2014 to Apr 2019
- Lodi Volleyball ClubNov 2013 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 6583600
- Firm CRD
- 112294