Advisor at J. W. Cole Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
J. W. Cole Advisors, Inc.
Location
Marion, IL 62959
Credentials
Series 63, Series 65
Industry experience
27 years
Flat fees available for financial planning engagements
$0+: Varies by account/platform; general maximum fee is 3.00%, minimum fee 0.25%, with tiered schedules applied and negotiable fees N/A - N/A: Fees may be charged at flat rates instead of tiered schedule under certain circumstances
IARs may receive commissions on securities and insurance products sold through affiliated broker-dealer JWCF
Up to $350 per hour for financial planning and consulting services
Recurring fees possible for ongoing financial planning arrangements
Minimum fee: Minimum fee as low as 0.25% annually; minimum Program Fees may also apply (varies by platform) Fee-only: Financial planning and consulting fees charged hourly (up to $350/hour), flat fees, or recurring fees
Jonathan Roberts Advisory Group, Inc.
2010 - Present (16 years)
J.W. Cole Financial, Inc.
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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