Jayci Teresa Jolley
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.Aug 2026 to now
- J.W. Cole Financial, IncAug 2024 to now
- Jo JewelryApr 2019 to now
- Utah Valley UniversityAug 2022 to Apr 2025
- Intermountain Health Home HealthAug 2021 to Jul 2022
- Snow CollegeAug 2021 to Apr 2022
- Mission At Community Assisted LivingDec 2019 to Aug 2021
- Grade SchoolJan 2016 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 7967362
- Firm CRD
- 112294