Lydia Claire Snowden
Investment adviser representative at J. W. Cole Advisors, Inc.
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- J. W. Cole Advisors, Inc.Sep 2023 to now
- J.W. Cole Advisors, Inc.May 2023 to now
- J.W. Cole Financial, IncMay 2023 to now
- Solid Rock EnterprisesJan 2020 to now
- Benjamin F. Edwards & Co.Oct 2018 to Oct 2020
- Solid Rock EnterprisesJan 2016 to Dec 2019
- StudentMay 2013 to Nov 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7040401
- Firm CRD
- 112294