Investment adviser · CRD 112294
J. W. COLE ADVISORS, INC.
Investment adviser filing (IA)
JONATHAN ROBERTS ADVISORY GROUP, INC.
TAMPA, FL, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $8.25B Form ADV · Item 5.F
- Client accounts
- 31,247 Accounts, not individual clients
- Employees
- 550 Reported in this filing
- Advisory professionals
- 468 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 29,606 | $5,146,160,460 | 62.4% |
| High-net-worth individuals | 1,261 | $2,746,580,044 | 33.3% |
| Corporations & businesses | 327 | $231,515,911 | 2.8% |
| Charities | 46 | $116,798,309 | 1.4% |
| Retirement plans | 7 | $6,862,167 | 0.1% |
Filing source
Form ADV 2057122 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
4301 ANCHOR PLAZA PARKWAY, SUITE 450TAMPA, FL, 33634, United States
CRD 112294
Filing source
Form ADV 2057122 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.