Grayson James Richter
Investment adviser representative at J. W. Cole Advisors, Inc.
13 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
13 years in the industry.
- J. W. Cole Advisors, Inc.Jan 2023 to now
- J.W. Cole Advisors, Inc.Jan 2023 to now
- J.W. Cole Financial, Inc.Apr 2020 to now
- Greenway Building SolutionsApr 2019 to May 2020
- Alma CollegeAug 2017 to May 2021
- Perrin ConstructionJun 2017 to Apr 2019
- Durand Area High SchoolSep 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7250934
- Firm CRD
- 112294