Unclaimed Profile

Robert Julian Wood

JONATHAN ROBERTS ADVISORY GROUP, INC.·TAMPA, Florida

SIE, Series 4, Series 7, Series 24, Series 28, Series 63, Series 65, Series 99TOClean record23 years registeredJONATHAN ROBERTS ADVISORY GROUP, INC.

4301 ANCHOR PLAZA PARKWAY, TAMPA, FL 33634CRD# 3217809Firm CRD# 112294

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Julian Wood · TAMPA, FL

Registration

CRD #3217809 · JONATHAN ROBERTS ADVISORY GROUP, INC. · 23 years registered

Brand Profile

Not yet started

Career History

J. W. COLE ADVISORS, INC.

Oct 2002 – present

JAFFETILCHIN INVESTMENT PARTNERS, LLC

Apr 2007 – May 2009

TAMPA, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 28

Series 63

Series 65

Series 99TO

Registration record

First registered · October 25, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JONATHAN ROBERTS ADVISORY GROUP, INC.

CRD 112294 · SEC 801-60722

AUM

$5.7B

Regulatory assets under management

Employees

512

25,612 client accounts

Services offered by JONATHAN ROBERTS ADVISORY GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at JONATHAN ROBERTS ADVISORY GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Robert Julian Wood offer?

Robert Julian Wood specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TAMPA, Florida for a consultation.

What are Robert Julian Wood's credentials?

Robert Julian Wood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Julian Wood located?

Robert Julian Wood is based in TAMPA, Florida, working with JONATHAN ROBERTS ADVISORY GROUP, INC.. Their office serves clients in the TAMPA metropolitan area and surrounding communities.

How does Robert Julian Wood charge for services?

Robert Julian Wood's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JONATHAN ROBERTS ADVISORY GROUP, INC.?

JONATHAN ROBERTS ADVISORY GROUP, INC. has approximately 512 employees and manages $5.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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