Mathew Austin Tomlin
Investment adviser representative at J. W. Cole Advisors, Inc.
11 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
11 years in the industry.
- J. W. Cole Advisors, Inc.Dec 2023 to now
- J.W. Cole Advisors, Inc.Nov 2023 to now
- J.W. Cole Financial, Inc.Nov 2023 to now
- Steward Partners Investment Solutions, LLCMay 2022 to Nov 2023
- Steward Partners Global Advisory, LLCMar 2022 to Nov 2023
- Steward Partners Investment Advisory, LLCMar 2022 to Nov 2023
- Raymond James & Associates, IncAug 2019 to Mar 2022
- Raymond James Financial Services, Inc.Nov 2017 to May 2022
- Northwestern MutualFeb 2017 to Nov 2017
- Raymond James Financial Services, Inc.Jun 2016 to Feb 2017
- United States Marine Corps ReserveMay 2015 to Feb 2022
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6678111
- Firm CRD
- 112294