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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 29, 2025
- Branch Offices
- 275
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AYALA, GABRIEL, TADEO | I | CHIEF COMPLIANCE OFFICER, COO | NA | Control |
| AYALA, GABRIEL, TADEO | I | CHIEF COMPLIANCE OFFICER, COO | NA | Control |
| AYALA, GABRIEL, TADEO | I | CHIEF COMPLIANCE OFFICER, COO | NA | Control |
| AYALA, GABRIEL, TADEO | I | CHIEF COMPLIANCE OFFICER, COO | NA | Control |
| AYALA, GABRIEL, TADEO | I | CHIEF COMPLIANCE OFFICER, COO | NA | Control |
| AYALA, GABRIEL, TADEO | I | CHIEF COMPLIANCE OFFICER, COO | NA | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | NA | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | NA | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | NA | Control |
| CARON, PAUL, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARON, PAUL, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARON, PAUL, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARON, PAUL, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARON, PAUL, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARON, PAUL, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARON, PAUL, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARON, PAUL, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARON, PAUL, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARON, PAUL, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARON, PAUL, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CRAM, TRISHA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CRAM, TRISHA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| FUENTES, MARCO, ADAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| FUENTES, MARCO, ADAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| FUENTES, MARCO, ADAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| FUENTES, MARCO, ADAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| FUENTES, MARCO, ADAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| FUENTES, MARCO, ADAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| FUENTES, MARCO, ADAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| FUENTES, MARCO, ADAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| Lofgren, Kurt, Walker | I | CHIEF COMPLIANCE OFFICER | NA | |
| Lofgren, Kurt, Walker | I | CHIEF COMPLIANCE OFFICER | NA | |
| Lofgren, Kurt, Walker | I | CHIEF COMPLIANCE OFFICER | NA | |
| Lofgren, Kurt, Walker | I | CHIEF COMPLIANCE OFFICER | NA | |
| Lofgren, Kurt, Walker | I | CHIEF COMPLIANCE OFFICER | NA | |
| Lofgren, Kurt, Walker | I | CHIEF COMPLIANCE OFFICER | NA | |
| Lofgren, Kurt, Walker | I | CHIEF COMPLIANCE OFFICER | NA | |
| Lofgren, Kurt, Walker | I | CHIEF COMPLIANCE OFFICER | NA | |
| Lofgren, Kurt, Walker | I | CHIEF COMPLIANCE OFFICER | NA | |
| Lofgren, Kurt, Walker | I | CHIEF COMPLIANCE OFFICER | NA | |
| Lofgren, Kurt, Walker | I | CHIEF COMPLIANCE OFFICER | NA | |
| Lofgren, Kurt, Walker | I | CHIEF COMPLIANCE OFFICER | NA | |
| Lofgren, Kurt, Walker | I | CHIEF COMPLIANCE OFFICER | NA | |
| Lofgren, Kurt, Walker | I | CHIEF COMPLIANCE OFFICER | NA | |
| Lofgren, Kurt, Walker | I | CHIEF COMPLIANCE OFFICER | NA | |
| Lofgren, Kurt, Walker | I | CHIEF COMPLIANCE OFFICER | NA | |
| PACK, TODD, JAMES | I | INTERIM CHIEF COMPLIANCE OFFICER | NA | |
| PACK, TODD, JAMES | I | INTERIM CHIEF COMPLIANCE OFFICER | NA | |
| PACK, TODD, JAMES | I | CHIEF OPERATIONS OFFICER | NA | |
| PACK, TODD, JAMES | I | CHIEF OPERATIONS OFFICER | NA | |
| PACK, TODD, JAMES | I | CHIEF OPERATIONS OFFICER | NA | |
| PACK, TODD, JAMES | I | CHIEF OPERATIONS OFFICER | NA | |
| PENOVICH, JESSICA, DINAYA | I | ACTING CHIEF COMPLIANCE OFFICER | NA | |
| PENOVICH, JESSICA, DINAYA | I | ACTING CHIEF COMPLIANCE OFFICER | NA | |
| PENOVICH, JESSICA, DINAYA | I | ACTING CHIEF COMPLIANCE OFFICER | NA | |
| WOOD, ROBERT, JULIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| WOOD, ROBERT, JULIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| WOOD, ROBERT, JULIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| WOOD, ROBERT, JULIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| WOOD, ROBERT, JULIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| WOOD, ROBERT, JULIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO/CHIEF COMPLIANCE OFFICER | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO/CHIEF COMPLIANCE OFFICER | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO/CHIEF COMPLIANCE OFFICER | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO/CHIEF COMPLIANCE OFFICER | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | E | Control |
| JWC WEALTH PARTNERS | DE | OWNER | E | Control |
| JWC WEALTH PARTNERS | DE | OWNER | E | Control |
| JWC WEALTH PARTNERS | DE | OWNER | E | Control |
| JWC WEALTH PARTNERS | DE | OWNER | E | Control |
| JWC WEALTH PARTNERS | DE | OWNER | E | Control |
| JWC WEALTH PARTNERS | DE | OWNER | E | Control |
| JWC WEALTH PARTNERS | DE | OWNER | E | Control |
| JWC WEALTH PARTNERS | DE | OWNER | E | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO/CCO | D | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | D | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | D | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO/CCO | D | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO/CCO | D | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO | D | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO/CCO | D | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, JOHN, RICHARD | I | PRESIDENT/OWNER/CEO/CFO/CHIEF COMPLIANCE OFFICER | D | Control |
| CARLSON, JULIANE, MARIE | I | OWNER | D | |
| CARLSON, JULIANE, MARIE | I | OWNER | D | |
| CARLSON, JULIANE, MARIE | I | OWNER | D | |
| CARLSON, JULIANE, MARIE | I | OWNER | D | |
| CARLSON, JULIANE, MARIE | I | OWNER | D | |
| CARLSON, JULIANE, MARIE | I | OWNER | D | |
| CARLSON, JULIANE, MARIE | I | OWNER | D | |
| CARLSON, JULIANE, MARIE | I | OWNER | D | |
| CARLSON, JULIANE, MARIE | I | OWNER | D | |
| CARLSON, JULIANE, MARIE | I | OWNER | D | |
| CARLSON, JULIANE, MARIE | I | OWNER | D | |
| CARLSON, JULIANE, MARIE | I | OWNER | D | |
| CARLSON, JULIANE, MARIE | I | OWNER | D | |
| CARLSON, JULIANE, MARIE | I | OWNER | D | |
| CARLSON, JULIANE, MARIE | I | OWNER | D | |
| CARLSON, JULIANE, MARIE | I | OWNER | D | |
| CARLSON, JULIANE, MARIE | I | OWNER | D | |
| CARLSON, JULIANE, MARIE | I | OWNER | D | |
| CARLSON, JULIANE, MARIE | I | OWNER | D |
Registrations
Federal
IA
Jun 29, 2025 REGISTERED
Notice Filings (51)
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Address
4301 ANCHOR PLAZA PARKWAY4TH FLOOR
TAMPA, FL 33634
United States
Phone: (813) 935-6776