Joshua Nolan
Investment adviser representative at J. W. Cole Advisors, Inc.
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$8.2BFirm assets
Are you Joshua Nolan? Claim your profile
Contact this firm
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
11 years in the industry.
- J. W. Cole Advisors, Inc.Sep 2023 to now
- J.W. Cole Advisors, Inc.Aug 2023 to now
- J.W. Cole Financial, Inc.Apr 2023 to now
- Oneamerica SecuritiesNov 2022 to Apr 2023
- American United LifeJul 2022 to Apr 2023
- Axio Wealth ManagementApr 2021 to Jul 2022
- Specialized ManufacturingJul 2020 to Apr 2021
- Bowman ConsultingMar 2018 to Jun 2020
- Affordable FurnitureJan 2018 to Mar 2018
- Gns Heating and CoolingJul 2017 to Jan 2018
- The Church of Jesus Christ of Latter Day SaintsJul 2015 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 3 states (AZ, TX, UT).
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
- 7365391
- Firm CRD
- 112294