Trevor Michael Endres
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.Jul 2026 to now
- J.W. Cole Financial, Inc.Jul 2026 to now
- Fisher InvestmentsAug 2024 to Jun 2026
- Concorde Asset ManagementFeb 2023 to Jul 2024
- Concorde Investment Services, LLCNov 2022 to Jul 2024
- Northwestern Mutual Investment Services LLCDec 2021 to Nov 2022
- R SarneckiDec 2021 to Nov 2022
- R Philip SarneckiAug 2021 to Dec 2021
- Wells FargoJul 2021 to Jul 2021
- UnemployedJun 2021 to Aug 2021
- Integrity MarketingOct 2020 to Dec 2020
- AflacMay 2020 to Jul 2020
- Two Men and A TruckMay 2019 to Apr 2021
- StudentAug 2017 to May 2021
- StudentAug 2013 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7422152
- Firm CRD
- 112294