Cason Martin Laase
Investment adviser representative at J. W. Cole Advisors, Inc.
14 yearsExperience
2 statesRegistered in
$8.2BFirm assets
24 yearsFirm in business
Are you Cason Martin Laase? 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
14 years in the industry.
- J. W. Cole Advisors, Inc.May 2024 to now
- J.W. Cole Advisors, Inc.May 2024 to now
- Highland Money ManagementMay 2023 to now
- J.W. Cole Financial, Inc.May 2023 to now
- Highland Money ManagementJun 2022 to Jan 2023
- Cambridge Stone and TileJun 2021 to Aug 2021
- University of St. ThomasSep 2019 to May 2023
- NAMay 2019 to Aug 2019
- Cambridge-isanti School District 911Aug 2012 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
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
- 7522619
- Firm CRD
- 112294