Theodore John Oyler

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

• 07/1998 → Present
  Hornor, Townsend & Kent, Inc.
  State College, PA
• 01/2011 → Present
  Jonathan Roberts Advisory Group, Inc.
  Tampa, FL

Other Businesses

(1) DBA: Diversified Asset Planners. (2) Oyler LP; Real Estate Investments; Not investment Related; 616 E. College Ave, Apt #106, State College, PA 16801; Partner; Purchased student condos in a college town of State College; Start 8/1/2023; 0 hours during trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-01-21

Designations

• Certified Financial Planner