Jorge Alberto Diaz-galarza
Investment adviser representative at J. W. Cole Advisors, Inc.
22 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
22 years in the industry.
- J. W. Cole Advisors, Inc.Mar 2026 to now
- J.W. Cole Advisors, Inc.Feb 2026 to now
- J.W. Cole Financial, Inc.Feb 2026 to now
- LPL EnterpriseMay 2025 to Feb 2026
- First Command Advisory Services, IncFeb 2023 to May 2025
- First Command Brokerage Services, IncFeb 2023 to May 2025
- First Command Insurance Services, IncFeb 2023 to May 2025
- Mutual of Omaha Insurance CompanyMay 2022 to Jan 2023
- Mutual of Omaha Investor ServicesMay 2022 to Jan 2023
- First Command Brokerage Services, IncJan 2022 to May 2022
- Primerica Financial ServicesOct 2019 to Jan 2022
- Jorge Diaz CoachingSep 2018 to Oct 2019
- US ArmyFeb 2004 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7321053
- Firm CRD
- 112294