Robert Sneller

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

• 04/2024 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 05/2020 → 04/2024
  The Winfield Group
  Fallbrook, CA
• 08/2016 → 05/2020
  Grand Canyon University
  Phoenix, AZ
• 01/2025 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Other Businesses

(1) Milton Wealth Advisors; DBA; Not investment related; 28475 Old Town Front Street, Ste D, Temecula CA 92590; Operations Associate; Start 4/11/2024; 160 hours/month, 90 hours/month during trading. (2) Realtor; Residential Real Estate; Not investment related; 925 Sunny Hill Ct, Fallbrook, CA 92028 and 4185 Ivy St, Ste 102-103, Murrieta, CA 92562; Real Estate Agent; Showing homes and open houses; Start 10/10/2021; 10 hours/month, 0 during trading.

Exams

• S66 Uniform Combined State Law Examination
  2025-01-21

Other Names

• Bobbie Sneller