Linda K Higgs
Investment adviser representative at J. W. Cole Advisors, Inc.
9 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
9 years in the industry.
- J. W. Cole Advisors, Inc.Sep 2024 to now
- J.W. Cole Advisors, Inc.Aug 2024 to now
- J.W. Cole Financial, Inc.Aug 2024 to now
- N/aMay 2024 to Aug 2024
- Morgan StanleyMar 2021 to May 2024
- N/aJan 2021 to Mar 2021
- US Door & MoreDec 2019 to Dec 2020
- N/aAug 2019 to Nov 2019
- Province TampaJun 2019 to Jun 2019
- Bull2bullMar 2018 to May 2019
- University of South FloridaJun 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State 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
- 7330950
- Firm CRD
- 112294