JH
Jonathan L. Holthaus
J. W. COLE ADVISORS
La Crosse, WI 54601
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CRD#: 6049325
JH
Professional summary
Jonathan L Holthaus, who also goes by Jon L Holthaus, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in La Crosse, Wisconsin and J.W. COLE FINANCIAL, INC. located in La Crosse, Wisconsin.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Jonathan has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jon L Holthaus
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) Country Boom LLC; Music Festival; Not investment related; 1416 Pine St, Onalaska, WI 54650; Owner; Oversight and executive administrative; Start 8/5/2017; 30 hours/month, 20 hours/month during trading. (2) Holthaus Financial Group; Life and LTC Insurance; Not investment related; 333 Front St N, La Crosse WI 54601; Owner/Agent; Life and LTC Insurance solicitation and sales; Started 2012; 40 hours/month, 40 hours/month during trading. (3) Rental; Landlord/Rental; Not investment related; 1416 Pine St, Onalaska, WI 54601;Owner; Receive rent, negotiate rental contracts, uphold maintenance; Start 3/27/2024; 3 hours/month, 0 during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan L Holthaus's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 27, 2025 - Present
J. W. COLE ADVISORS, INC.
Office #1: 333 Front St N, La Crosse, WI 54601RIA
CRD#: 112294
La Crosse, WI
Current
October 24, 2025 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 333 Front St N, La Crosse, WI 54601BD
CRD#: 124583
La Crosse, WI
Past
May 22, 2013 - August 26, 2025
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
RIA
CRD#: 611
La Crosse, WI
Past
July 2, 2012 - August 26, 2025
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
BD
CRD#: 611
La Crosse, WI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Iowa(11/3/2025)
RR
Minnesota(10/31/2025)
RR
Montana(11/4/2025)
IAR
Texas(10/27/2025)
RR
Wisconsin(10/30/2025)
IAR
Wisconsin(10/30/2025)
RR
Wyoming(10/31/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
Mailing Address
Phone number
(813) 935-6776
Established
Firm type
Fiscal year end
# of Employees
512
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 29,614 |
| AUM (Assets Under Management) | $ 7,195,237,282 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
