JONATHAN ROBERTS ADVISORY GROUP, INC.
Legal name: J. W. COLE ADVISORS, INC.
CRD #112294 SEC #801-60722 TAMPA, FL (813) 935-6776
SEC Registered Broker-Dealer Disclosures
Total AUM
$7.2B
Discretionary
$5.6B
Employees
512
Clients
--
Accounts
29,614
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $7.2B | $5.6B | $1.6B | 512 | 1,753 |
| Jun 2025 | $7.2B | $5.6B | $1.6B | 512 | 1,753 |
| Mar 2025 | $7.2B | $5.6B | $1.6B | 512 | 1,753 |
| Mar 2024 | $5.7B | $4.2B | $1.6B | 512 | 1,682 |
| Jun 2023 | $4.9B | $3.5B | $1.4B | 521 | 1,464 |
| Mar 2023 | $4.9B | $3.5B | $1.4B | 521 | 1,464 |
| Nov 2022 | $5.5B | $3.7B | $1.8B | 509 | 1,607 |
| Nov 2022 | $5.5B | $3.7B | $1.8B | 509 | 1,607 |
| Nov 2022 | $5.5B | $3.7B | $1.8B | 509 | 1,607 |
| Mar 2022 | $5.5B | $3.7B | $1.8B | 509 | 1,607 |
| Oct 2021 | $3.9B | $2.6B | $1.4B | 399 | 1,607 |
| Jun 2021 | $3.9B | $2.6B | $1.4B | 399 | 1,607 |
| Mar 2021 | $3.9B | $2.6B | $1.4B | 399 | 1,607 |
| Jul 2020 | $3.2B | $2.1B | $1.1B | 360 | 1,400 |
| Jul 2020 | $3.2B | $2.1B | $1.1B | 360 | 1,400 |
| Jul 2020 | $3.2B | $2.1B | $1.1B | 360 | 1,400 |
| Apr 2020 | $3.2B | $2.1B | $1.1B | 360 | 1,400 |
| Mar 2020 | $2.1B | $1.1B | $969.9M | 360 | 450 |
| May 2019 | $2.1B | $1.1B | $969.9M | 360 | 450 |
| Mar 2019 | $2.1B | $1.1B | $969.9M | 360 | 450 |
| Oct 2018 | $1.9B | $902.5M | $1B | 321 | 440 |
| May 2018 | $1.9B | $902.5M | $1B | 321 | 440 |
| May 2018 | $1.9B | $902.5M | $1B | 321 | 440 |
| Apr 2018 | $1.9B | $902.5M | $1B | 321 | 440 |
| Apr 2018 | $1.9B | $902.5M | $1B | 321 | 440 |
| May 2017 | $1.5B | $748.9M | $751.7M | 302 | 6,400 |
| May 2017 | $1.5B | $748.9M | $751.7M | 302 | 6,400 |
| Mar 2017 | $1.5B | $748.9M | $751.7M | 302 | 6,400 |
| Sep 2016 | $1.2B | $542.8M | $707.1M | 263 | 5,100 |
| Jul 2016 | $1.2B | $542.8M | $707.1M | 263 | 5,100 |
| Jul 2016 | $1.2B | $542.8M | $707.1M | 263 | 5,100 |
| Mar 2016 | $1.2B | $542.8M | $707.1M | 263 | 5,100 |
| Mar 2015 | $1.2B | $505.8M | $660M | 251 | 4,600 |
| Mar 2014 | $943M | $396.2M | $546.8M | 250 | 3,175 |
| Nov 2013 | $605.5M | $288.4M | $317M | 173 | 3,900 |
| Nov 2013 | $605.5M | $288.4M | $317M | 173 | 3,900 |
| Mar 2013 | $605.5M | $288.4M | $317M | 173 | 3,900 |
| Sep 2012 | $508.5M | $278.8M | $229.8M | 51 | 3,600 |
| Aug 2012 | $508.5M | $278.8M | $229.8M | 51 | 3,600 |
| Mar 2012 | $508.5M | $278.8M | $229.8M | 51 | 3,600 |
| Mar 2011 | $352.2M | $222.4M | $129.8M | 51 | -- |
| Aug 2010 | $260M | $61.7M | $198.2M | 51 | -- |
| Apr 2010 | $260M | $61.7M | $198.2M | 51 | -- |
| Mar 2010 | $260M | $61.7M | $198.2M | 51 | -- |
| Oct 2009 | $146.7M | $136.3M | $10.4M | 51 | -- |
| Apr 2009 | $146.7M | $136.3M | $10.4M | 51 | -- |
| Feb 2009 | $146.7M | $136.3M | $10.4M | 51 | -- |
| Dec 2007 | $247.7M | $247.7M | $0 | -- | -- |
| Apr 2007 | $247.7M | $247.7M | $0 | -- | -- |
| Apr 2007 | $247.7M | $247.7M | $0 | -- | -- |
| Apr 2007 | $247.7M | $247.7M | $0 | -- | -- |
| Mar 2007 | $247.7M | $247.7M | $0 | -- | -- |
| Mar 2007 | $183.2M | $183.2M | $0 | -- | -- |
| Feb 2007 | $183.2M | $183.2M | $0 | -- | -- |
| Feb 2007 | $183.2M | $183.2M | $0 | -- | -- |
| Jan 2007 | $183.2M | $183.2M | $0 | -- | -- |
| Mar 2006 | $183.2M | $183.2M | $0 | -- | -- |
| Jan 2006 | $132.6M | $132.6M | $0 | -- | -- |
| Oct 2005 | $132.6M | $132.6M | $0 | -- | -- |
| Feb 2005 | $80M | $80M | $0 | 5 | -- |
DateJun 2025
Total AUM$7.2B
Discretionary$5.6B
Non-Disc.$1.6B
Employees512
Clients1,753
DateJun 2025
Total AUM$7.2B
Discretionary$5.6B
Non-Disc.$1.6B
Employees512
Clients1,753
DateMar 2025
Total AUM$7.2B
Discretionary$5.6B
Non-Disc.$1.6B
Employees512
Clients1,753
DateMar 2024
Total AUM$5.7B
Discretionary$4.2B
Non-Disc.$1.6B
Employees512
Clients1,682
DateJun 2023
Total AUM$4.9B
Discretionary$3.5B
Non-Disc.$1.4B
Employees521
Clients1,464
DateMar 2023
Total AUM$4.9B
Discretionary$3.5B
Non-Disc.$1.4B
Employees521
Clients1,464
DateNov 2022
Total AUM$5.5B
Discretionary$3.7B
Non-Disc.$1.8B
Employees509
Clients1,607
DateNov 2022
Total AUM$5.5B
Discretionary$3.7B
Non-Disc.$1.8B
Employees509
Clients1,607
DateNov 2022
Total AUM$5.5B
Discretionary$3.7B
Non-Disc.$1.8B
Employees509
Clients1,607
DateMar 2022
Total AUM$5.5B
Discretionary$3.7B
Non-Disc.$1.8B
Employees509
Clients1,607
DateOct 2021
Total AUM$3.9B
Discretionary$2.6B
Non-Disc.$1.4B
Employees399
Clients1,607
DateJun 2021
Total AUM$3.9B
Discretionary$2.6B
Non-Disc.$1.4B
Employees399
Clients1,607
DateMar 2021
Total AUM$3.9B
Discretionary$2.6B
Non-Disc.$1.4B
Employees399
Clients1,607
DateJul 2020
Total AUM$3.2B
Discretionary$2.1B
Non-Disc.$1.1B
Employees360
Clients1,400
DateJul 2020
Total AUM$3.2B
Discretionary$2.1B
Non-Disc.$1.1B
Employees360
Clients1,400
DateJul 2020
Total AUM$3.2B
Discretionary$2.1B
Non-Disc.$1.1B
Employees360
Clients1,400
DateApr 2020
Total AUM$3.2B
Discretionary$2.1B
Non-Disc.$1.1B
Employees360
Clients1,400
DateMar 2020
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$969.9M
Employees360
Clients450
DateMay 2019
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$969.9M
Employees360
Clients450
DateMar 2019
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$969.9M
Employees360
Clients450
DateOct 2018
Total AUM$1.9B
Discretionary$902.5M
Non-Disc.$1B
Employees321
Clients440
DateMay 2018
Total AUM$1.9B
Discretionary$902.5M
Non-Disc.$1B
Employees321
Clients440
DateMay 2018
Total AUM$1.9B
Discretionary$902.5M
Non-Disc.$1B
Employees321
Clients440
DateApr 2018
Total AUM$1.9B
Discretionary$902.5M
Non-Disc.$1B
Employees321
Clients440
DateApr 2018
Total AUM$1.9B
Discretionary$902.5M
Non-Disc.$1B
Employees321
Clients440
DateMay 2017
Total AUM$1.5B
Discretionary$748.9M
Non-Disc.$751.7M
Employees302
Clients6,400
DateMay 2017
Total AUM$1.5B
Discretionary$748.9M
Non-Disc.$751.7M
Employees302
Clients6,400
DateMar 2017
Total AUM$1.5B
Discretionary$748.9M
Non-Disc.$751.7M
Employees302
Clients6,400
DateSep 2016
Total AUM$1.2B
Discretionary$542.8M
Non-Disc.$707.1M
Employees263
Clients5,100
DateJul 2016
Total AUM$1.2B
Discretionary$542.8M
Non-Disc.$707.1M
Employees263
Clients5,100
DateJul 2016
Total AUM$1.2B
Discretionary$542.8M
Non-Disc.$707.1M
Employees263
Clients5,100
DateMar 2016
Total AUM$1.2B
Discretionary$542.8M
Non-Disc.$707.1M
Employees263
Clients5,100
DateMar 2015
Total AUM$1.2B
Discretionary$505.8M
Non-Disc.$660M
Employees251
Clients4,600
DateMar 2014
Total AUM$943M
Discretionary$396.2M
Non-Disc.$546.8M
Employees250
Clients3,175
DateNov 2013
Total AUM$605.5M
Discretionary$288.4M
Non-Disc.$317M
Employees173
Clients3,900
DateNov 2013
Total AUM$605.5M
Discretionary$288.4M
Non-Disc.$317M
Employees173
Clients3,900
DateMar 2013
Total AUM$605.5M
Discretionary$288.4M
Non-Disc.$317M
Employees173
Clients3,900
DateSep 2012
Total AUM$508.5M
Discretionary$278.8M
Non-Disc.$229.8M
Employees51
Clients3,600
DateAug 2012
Total AUM$508.5M
Discretionary$278.8M
Non-Disc.$229.8M
Employees51
Clients3,600
DateMar 2012
Total AUM$508.5M
Discretionary$278.8M
Non-Disc.$229.8M
Employees51
Clients3,600
DateMar 2011
Total AUM$352.2M
Discretionary$222.4M
Non-Disc.$129.8M
Employees51
Clients--
DateAug 2010
Total AUM$260M
Discretionary$61.7M
Non-Disc.$198.2M
Employees51
Clients--
DateApr 2010
Total AUM$260M
Discretionary$61.7M
Non-Disc.$198.2M
Employees51
Clients--
DateMar 2010
Total AUM$260M
Discretionary$61.7M
Non-Disc.$198.2M
Employees51
Clients--
DateOct 2009
Total AUM$146.7M
Discretionary$136.3M
Non-Disc.$10.4M
Employees51
Clients--
DateApr 2009
Total AUM$146.7M
Discretionary$136.3M
Non-Disc.$10.4M
Employees51
Clients--
DateFeb 2009
Total AUM$146.7M
Discretionary$136.3M
Non-Disc.$10.4M
Employees51
Clients--
DateDec 2007
Total AUM$247.7M
Discretionary$247.7M
Non-Disc.$0
Employees--
Clients--
DateApr 2007
Total AUM$247.7M
Discretionary$247.7M
Non-Disc.$0
Employees--
Clients--
DateApr 2007
Total AUM$247.7M
Discretionary$247.7M
Non-Disc.$0
Employees--
Clients--
DateApr 2007
Total AUM$247.7M
Discretionary$247.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$247.7M
Discretionary$247.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$183.2M
Discretionary$183.2M
Non-Disc.$0
Employees--
Clients--
DateFeb 2007
Total AUM$183.2M
Discretionary$183.2M
Non-Disc.$0
Employees--
Clients--
DateFeb 2007
Total AUM$183.2M
Discretionary$183.2M
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$183.2M
Discretionary$183.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$183.2M
Discretionary$183.2M
Non-Disc.$0
Employees--
Clients--
DateJan 2006
Total AUM$132.6M
Discretionary$132.6M
Non-Disc.$0
Employees--
Clients--
DateOct 2005
Total AUM$132.6M
Discretionary$132.6M
Non-Disc.$0
Employees--
Clients--
DateFeb 2005
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees5
Clients--