Brooke Elisabeth Thiel
Investment adviser representative at J. W. Cole Advisors, Inc.
12 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
12 years in the industry.
- J. W. Cole Advisors, Inc.Oct 2024 to now
- J.W. Cole Financial, Inc.Sep 2023 to now
- UnemployedMay 2023 to Sep 2023
- Mens WearhouseMar 2022 to Feb 2023
- University of Florida StateAug 2020 to May 2023
- Not Employed - SummerJun 2020 to Aug 2020
- Gain & BerryMar 2019 to Jun 2020
- East Lake High SchoolAug 2014 to May 2020
Exams passed
- Series 66 · Uniform Combined State 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
- 7808364
- Firm CRD
- 112294