Larry Naoki Nemoto

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

• 09/2003 → Present
  Jonathan Roberts Advisory Group, Inc.
  Houston, TX
• 09/2003 → Present
  J.W. Cole Financial, Inc.
  Houston, TX

Other Businesses

(1) LARRY NEMOTO ACCOUNTING TAXES AND INDIVIDUAL CONSULTING 20 HRS PER WEEK/40K PER YR (2) Baroo Financial; DBA; Investment Related; 10551 Mills Road, Suite E, Houston, TX 77070; Provide advisory financial services/advice to fee based clients using the fiduciary standard; Start 6/30/23; 130 hrs/mo, 130 hr/mo during trading. (3) NEMOCO, Inc.; Inactive DBA; Not Investment Related; P.O. Box 691769, Houston, TX 77269; Inactive wholesale trade; remains inactive but still has some value in its net operating loss carry forward; President; Start 12/12/1980; 0 hrs. (4)Insurance Sales; Investment Related; 10551 Mills Rd, Ste E, Houston, TX 77070; Insurance; Owner; Sole Proprietor; 6/2025; 1 hr/mo during trading hrs; Provide life insurance.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-08-08

Designations

• Certified Financial Planner

Other Names

• Nemoto