Ryan Modzeleski
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.May 2026 to now
- J.W. Cole Advisors, Inc.May 2026 to now
- J.W. Cole Financial, Inc.May 2026 to now
- Rkl Private WealthSep 2025 to May 2026
- UnemployedJun 2025 to Aug 2025
- EnergysageJan 2022 to May 2025
- Gateway DiversifiedJun 2021 to Aug 2021
- Legacy Wealth AdvisorsJul 2020 to Dec 2021
- N/aAug 2018 to May 2022
- N/aJan 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 8209180
- Firm CRD
- 112294