Robert Saxton Fowler

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2010 → 08/2020
  Fcg Advisors Llc
  Chatham, NJ
• 08/2020 → 04/2021
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2020 → 04/2021
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 04/2021 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 04/2021 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 04/2021 → Present
  Ford Fowler Wealth Management
  New Providence, NJ

Previous Registrations

• 2020-08-21 → 2021-05-04
  Cambridge Investment Research Advisors, Inc.
  Chatham, NJ
• 2016-03-22 → 2020-12-31
  Fcg Wealth Management, Llc
  Chatham, NJ
• 2010-02-10 → 2016-03-23
  Fcg Advisors, Llc
  Chatham, NJ
  Chatham, NJ
• 2004-06-03 → 2010-02-05
  Securian Financial Services, Inc.
  Parsippany, NJ
  Parsippany, NJ
• 2003-03-03 → 2004-06-16
  Ws Griffith Securities, Inc.
  East Hanover, NJ

Other Businesses

1) DBA - Ford Fowler Wealth Management; investment related; partner/wealth management advisor - start date 5/1/2021; 430 Mountain Av, Ste 400, New Providence, NJ 07974; DBA & marketing name for investment, securities & insurance activity; 160 hours per month, 143 hours during trading. 2) S/PA; not investment related; board member - start date 2000; 561 Springfield Avenue, Summit, NJ; charity - sponsor & mentor needy catholic high school kids in Newark & Elizabeth; 2 hours per month, 0 during trading. 3) New Eyes for the Needy; not investment related; finance committee member - start date 1/1/2018; 594 Millburn Avenue, Millburn, NJ; 2 hours per year, 0 during trading. 4) Executor for Monica Fowler

Exams

• S66 Uniform Combined State Law Examination
  2002-11-01

Other Names

• Robert S Fowler