Leisl Maj Dodson
Investment adviser representative at J. W. Cole Advisors, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.2BFirm assets
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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.Jul 2022 to now
- J.W. Cole Advisors, IncJul 2022 to now
- J.W. Cole Financial, IncMar 2022 to now
- LPL Financial, LLCNov 2021 to Feb 2022
- The O.N. Equity Sales CompanyMay 2020 to Oct 2021
- Heritage Capital ConceptsJan 2020 to Feb 2022
- The O.N. Equity Sales CompanySep 2018 to Dec 2019
- Ohio National Financial ServicesJul 2018 to Mar 2020
- UnemployedJul 2018 to Aug 2018
- AXA Advisors, LLCAug 2017 to Jun 2018
- UnemployedJun 2017 to Aug 2017
- Colorado Springs School District 11, Coronado High SchoolAug 2015 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
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
- 6820851
- Firm CRD
- 112294