Luis Sanabria
Investment adviser representative at J. W. Cole Advisors, Inc.
12 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
12 years in the industry.
- J. W. Cole Advisors, Inc.May 2023 to now
- J.W. Cole Advisors, Inc.Apr 2023 to now
- J.W. Cole Financial, Inc.Apr 2023 to now
- Self-employedNov 2022 to Apr 2023
- Fidelity InvestmentsSep 2021 to Nov 2022
- UnemployedApr 2021 to Sep 2021
- Morgan StanleyJul 2019 to Mar 2021
- T. Rowe PriceJun 2017 to Jun 2019
- Jim Browne Chrysler Jeep Dodge RamNov 2016 to Apr 2017
- Strong College Students Moving CompanyOct 2014 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2019
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
- 6818943
- Firm CRD
- 112294