JONATHAN ROBERTS ADVISORY GROUP, INC.

J. W. COLE ADVISORS, INC.
TAMPA, Florida·7 registered advisors·CRD# 112294
SEC# 801-60722388(813) 935-6776
01

Firm Overview

AUM
$5.7B
Regulatory assets under management
Employees
512
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at JONATHAN ROBERTS ADVISORY GROUP, INC.

7 registered advisors
Jessica Dinaya Penovich
TAMPA, Florida
John Richard Carlson
TAMPA, Florida
Kurt Walker Lofgren
TAMPA, Florida
Paul Stephen Caron
TAMPA, Florida
Robert Julian Wood
TAMPA, Florida
Todd James Pack
TAMPA, Florida
Trisha Lynn Cram
TAMPA, Florida
05

Office Locations

TAMPA, Florida
7 advisors

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Data sourced from SEC Form ADV filings. JONATHAN ROBERTS ADVISORY GROUP, INC. (CRD# 112294) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.