Joseph Michael Bentley
Investment adviser representative at J. W. Cole Advisors, Inc.
11 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
11 years in the industry.
- J.W. Cole Financial, Inc.Jun 2025 to now
- J. W. Cole Advisors, Inc.Oct 2024 to now
- J.W. Cole Advisors, Inc.Oct 2024 to now
- Truist Securities, Inc.Jun 2022 to Sep 2024
- Hillsdale College Athletic DepartmentJan 2022 to May 2022
- N/aSep 2021 to Dec 2021
- Focus Financial Group, Inc.May 2021 to Aug 2021
- N/aSep 2020 to Apr 2021
- Self EmployedJun 2015 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MT).
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
- 7566286
- Firm CRD
- 112294