Charles Thorin Olson
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.Aug 2024 to now
- J.W. Cole Advisors, Inc.Jul 2024 to now
- J.W. Cole Financial, Inc.May 2024 to now
- UnemployedDec 2023 to May 2024
- Florida Financial AdvisorsAug 2023 to Dec 2023
- UnemployedMay 2023 to Aug 2023
- Cornell UniversityAug 2019 to May 2023
- Indian Prairie School District 204Jul 2014 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2025
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
- 7962211
- Firm CRD
- 112294