Lars Eric Engman
Investment adviser representative at J. W. Cole Advisors, Inc.
19 yearsExperience
1 stateRegistered in
$8.2BFirm assets
24 yearsFirm in business
Are you Lars Eric Engman? Claim your profile
Contact this firm
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
19 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.Jun 2024 to now
- One Source VirtualJul 2022 to Jun 2024
- Isolved HcmMay 2021 to Jun 2022
- Self EmployedMar 2021 to Apr 2021
- JobviteJun 2020 to Feb 2021
- Self EmployedNov 2019 to May 2020
- CeridianApr 2007 to Nov 2019
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
- 7945060
- Firm CRD
- 112294