Brooks Andrew Cluxton
Investment adviser representative at J. W. Cole Advisors, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.2BFirm assets
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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
12 years in the industry.
- J. W. Cole Advisors, Inc.Sep 2025 to now
- J.W. Cole Advisors, Inc.Sep 2025 to now
- Mosaic Wealth Management GroupJun 2022 to now
- J.W. Cole FinancialJun 2021 to now
- Rollins CollegeJul 2019 to May 2022
- Brightway Insurance CompanyMay 2019 to Jul 2019
- Campbell UniversityMay 2017 to May 2019
- The Master's AcademyMay 2014 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 7391547
- Firm CRD
- 112294