Austin Joseph Mcgowan
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.May 2026 to now
- J.W. Cole Financial, Inc.Apr 2026 to now
- N/aMar 2026 to Mar 2026
- Platinum Equity Advisors, LLCFeb 2022 to Feb 2026
- Kps Capital Partners, LPAug 2020 to Jan 2022
- N/aJul 2020 to Jul 2020
- Jefferies LLCApr 2019 to Jun 2020
- Bb&t Securities, LLCJul 2018 to Apr 2019
- PricewaterhousecoopersSep 2017 to Jun 2018
- N/aJun 2017 to Aug 2017
- Virginia TechAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6987267
- Firm CRD
- 112294