Jonathan Tyler Dolin

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

• 02/2016 → 11/2017
  Metlife Securities Inc
  Allentown, PA
• 07/2016 → 11/2017
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 11/2017
  Mml Investors Services, Llc
  Allentown, PA
• 11/2017 → 11/2018
  Sii
  Allentown, PA
• 11/2018 → 02/2025
  Royal Alliance Associates, Inc.
  Easton, PA
• 02/2025 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 02/2025 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2018-11-02 → 2025-02-26
  Osaic Wealth, Inc.
  Easton, PA
  Nazareth, PA
  Bethlehem, PA
• 2017-11-09 → 2018-11-02
  Signator Investors, Inc.
  Easton, PA
  Allentown, PA
• 2017-03-25 → 2017-11-14
  Mml Investors Services, Llc
  Allentown, PA
• 2016-05-02 → 2017-03-25
  Msi Financial Services, Inc.
  Allentown, PA

Other Businesses

(1) ATLAS ADVISORS, LLC; IAR; Investment Related; 1 E Broad Street, Ste 130; Bethlehem, PA 18018; Investment Advisor Rep; Sales & marketing of securities & investment advisory services; Start 10/1/2022; 160 hours/month, 130 hours/month during trading. (2) ATLAS ADVISORS, LLC - INSURANCE BROKERAGE; IAR; Investment Related; 1 E. Broad Street, Suite 560; Bethlehem, PA 18018; Insurance Broker; Start 10/1/2022; 40 hours/month, 40 hours/month during trading. (3) Jonathan Dolin, LLC; Not investment related; 4013 Hemlock Dr, Coplay, PA 18037; Payroll tax savings; Shareholder; Owner of LLC created to save on taxes, salary paid using personal income; Start 12/18/2019; 0 hours/month.

Exams

• S66 Uniform Combined State Law Examination
  2016-03-24

Other Names

• Jonathan Dolin