Alec August Engman
Investment adviser representative at J. W. Cole Advisors, Inc.
10 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
10 years in the industry.
- J. W. Cole Advisors, Inc.Jan 2025 to now
- J.W. Cole Advisors, Inc.Jan 2025 to now
- J.W. Cole Financial, Inc.Jan 2025 to now
- Thrivent FinancialApr 2024 to Dec 2024
- Thrivent Investment Management IncMar 2024 to Dec 2024
- Green Guardian Wealth ManagementFeb 2024 to Mar 2024
- Principal Life Insurance CompanyAug 2023 to Mar 2024
- Principal Securities, IncAug 2023 to Mar 2024
- Lb CarlsonMay 2023 to Jul 2023
- Steven Fosters Financial AdvisorsFeb 2023 to Apr 2023
- Student @ University of MinnesotaSep 2019 to Aug 2023
- Machine ShedMar 2019 to Sep 2019
- Tavern Bar & GrillJan 2019 to Mar 2019
- Minnesota Online AcademySep 2018 to Jan 2019
- Olive Garden OakdaleMay 2016 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7771407
- Firm CRD
- 112294