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Eric M Nissley

Investment adviser representative at J. W. Cole Advisors, Inc.
21 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

21 years in the industry.

  1. J. W. Cole Advisors, Inc.Jun 2024 to now
  2. J.W. Cole Advisors, Inc.Jun 2024 to now
  3. J.W. Cole Financial, Inc.Jun 2024 to now
  4. UnemployedMar 2024 to May 2024
  5. Edward JonesJun 2022 to Mar 2024
  6. Fulton Bank, N.A>Nov 2005 to Jun 2022

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (PA).

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
7565745
Firm CRD
112294
Advisor's SEC record (opens in a new tab)
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