Heather Elizabeth Catsouras
Investment adviser representative at J. W. Cole Advisors, Inc.
14 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
14 years in the industry.
- J. W. Cole Advisors, Inc.Apr 2025 to now
- J.W. Cole Advisors, Inc.Mar 2025 to now
- J.W. Cole Financial, Inc.Mar 2025 to now
- Heather CatsourasMar 2020 to now
- Osaic Wealth, Inc.Jun 2024 to Feb 2025
- Securities America, Inc.May 2022 to Jun 2024
- Corepower YogaFeb 2016 to Apr 2020
- Lighthouse Management CompanyAug 2012 to Apr 2019
- Southern California Telephone CompanyAug 2012 to Apr 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7562001
- Firm CRD
- 112294