Joseph Andrew Gordon

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:

Current Employers

J. W. Cole Advisors, Inc.

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2009-11-02

PA RA
APPROVED

Since 2009-11-02

Branch Locations

1315 West College Ave Ste 101, College, PA 16801 • United States

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Jonathan Roberts Advisory Group, Inc.	Tampa	FL	11/2009	Present

11/2009 → Present

Jonathan Roberts Advisory Group, Inc.

Tampa, FL

Other Businesses

(1) J. GORDON FIXED INSURANCE BUSINESS; FIXED INSURANCE; 1315 West College Ave, Ste 101, State College, PA 16801; PRESIDENT; NOT INVESTMENT RELATED; START DATE 1/1/26;, 10 HOURS PER MONTH DURING TRADING (2) J. GORDON FINANCIAL SERVICES; DBA FOR MARKETING PURPOSES; 1315 West College Ave, Ste 101, State College, PA 16801.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2009-10-23
S65	Uniform Investment Adviser Law Examination	2008-05-23

S63 Uniform Securities Agent State Law Examination

2009-10-23
S65 Uniform Investment Adviser Law Examination

2008-05-23

View on SEC IAPD