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J. W. COLE ADVISORS, INC.
Legal name: JONATHAN ROBERTS ADVISORY GROUP, INC.
CRD 112294File 801-60722
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$8.25B
Top 10% of cohort (national)
Discretionary AUM
$6.74B
Non-discretionary $1.51B
Clients
31,247
31,247 accounts
Employees
550
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Nov 23, 2001
- Principal office
- 4301 ANCHOR PLAZA PARKWAY, SUITE 450, TAMPA, FL, 33634
- Phone
- (813) 935-6776
- Website
- https://www.jw-cole.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.25B
- Discretionary AUM
- $6.74B
- Non-discretionary AUM
- $1.51B
- Discretionary accounts
- 26,673
- Non-discretionary accounts
- 4,574
- Total accounts
- 31,247
- AUM per client
- $264K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 327 | $231.5M |
| Charitable organizations | 46 | $116.8M |
| High net worth individuals | 1,261 | $2.75B |
| Pension and profit sharing plans | 7 | $6.9M |
| Individuals (other than high net worth individuals) | 29,606 | $5.15B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.