Steven Wayne Magehee
Investment adviser representative at J. W. Cole Advisors, Inc.
22 yearsExperience
1 stateRegistered in
$8.2BFirm assets
24 yearsFirm in business
Are you Steven Wayne Magehee? Claim your profile
Contact this firm
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
22 years in the industry.
- J.W. Cole Financial, Inc.May 2020 to now
- J. W. Cole Advisors, Inc.Nov 2019 to now
- J.W. Cole Advisors, Inc.Nov 2019 to now
- Edward JonesJun 2017 to Jun 2018
- Alief Independent School DistrictAug 2012 to Nov 2016
- Grace Community FellowshipFeb 2004 to Nov 2025
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6819610
- Firm CRD
- 112294