Charles Raymond Henderson
Investment adviser representative at J. W. Cole Advisors, Inc.
11 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
11 years in the industry.
- J. W. Cole Advisors, Inc.Mar 2026 to now
- J.W. Cole Advisors, Inc.Feb 2026 to now
- J.W. Cole Financial, Inc.Dec 2025 to now
- Moe Sews EmbroideryNov 2024 to now
- Sensient Food ColorSep 2022 to Oct 2024
- SmashJan 2022 to Aug 2022
- Barnes and NobleJun 2021 to Dec 2021
- Rivet | MroDec 2019 to Jan 2021
- De Design WorksMay 2018 to Sep 2018
- University of Missouri - ColumbiaAug 2017 to May 2021
- Cave Springs Golf CenterJan 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 8197955
- Firm CRD
- 112294