Danielle Elizabeth Jones
Investment adviser representative at J. W. Cole Advisors, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.2BFirm assets
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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
12 years in the industry.
- J. W. Cole Advisors, Inc.Aug 2024 to now
- J.W. Cole Advisors, Inc.Aug 2024 to now
- Financial Planning Solutions, Inc.Jun 2023 to Aug 2024
- Dst Wealth ManagementAug 2022 to Jun 2023
- UnemployedMar 2022 to Aug 2022
- Wilson Wealth ManagementJan 2021 to Mar 2022
- Abs KidsJun 2020 to Jan 2021
- UnemployedMar 2020 to Jun 2020
- Nanny - Self EmployedMar 2019 to Mar 2020
- Rawbean CoffeeJun 2018 to Mar 2019
- Cuban Coffee QueenOct 2017 to Jun 2018
- UnemployedJan 2014 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7779538
- Firm CRD
- 112294