Overview
Assets Under Management: $7.2 billion
Headquarters: TAMPA, FL
High-Net-Worth Clients: 1,691
Average Client Assets: $1 million
Frequently Asked Questions
JONATHAN ROBERTS ADVISORY GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112294), JONATHAN ROBERTS ADVISORY GROUP, INC. is subject to fiduciary duty under federal law.
JONATHAN ROBERTS ADVISORY GROUP, INC. is headquartered in TAMPA, FL.
JONATHAN ROBERTS ADVISORY GROUP, INC. serves 1,691 high-net-worth clients according to their SEC filing dated June 30, 2025. View client details ↓
According to their SEC Form ADV, JONATHAN ROBERTS ADVISORY GROUP, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
JONATHAN ROBERTS ADVISORY GROUP, INC. manages $7.2 billion in client assets according to their SEC filing dated June 30, 2025.
According to their SEC Form ADV, JONATHAN ROBERTS ADVISORY GROUP, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 1,691
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.07
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 29,614
Discretionary Accounts: 24,406
Non-Discretionary Accounts: 5,208
Regulatory Filings
CRD Number: 112294
Filing ID: 2000753
Last Filing Date: 2025-06-30 10:41:00
Website: https://jw-cole.com