Nicholas Bradford Alden
Investment adviser representative at J. W. Cole Advisors, Inc.
10 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
10 years in the industry.
- J. W. Cole Advisors, Inc.Aug 2026 to now
- J.W. Cole Advisors, IncAug 2026 to now
- Parmenter HomesJul 2022 to Jun 2026
- Elysian Lawn and LandscapeJul 2020 to Jul 2022
- Anderson LandscapingApr 2018 to Jul 2020
- Father Nature LandscapesJul 2017 to Apr 2018
- Nylife Securities LLCNov 2016 to Jul 2017
- New York Life Insurance CompanyApr 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 6636912
- Firm CRD
- 112294