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John B

Series 63, Series 66

Charleston, WV

J. W. Cole Advisors, Inc.

John Burdette II is a financial advisor with J. W. Cole Advisors, Inc. in Charleston, WV, holding Series 63 and Series 66 licenses with 26 years of industry experience. His prior work includes roles at National Planning Corporation, OSAIC Services, Inc., and Sunamerica Securities, Inc. Outside of advising, Burdette is an author and hosts the "Winning At Wealth" podcast focused on financial literacy. J. W. Cole Advisors serves individuals, high-net-worth clients, and institutions through a large network of independent advisers, offering fee-based portfolio management, financial planning, and retirement plan services. The firm employs a mix of discretionary and non-discretionary account management using fundamental and technical analysis, model portfolios, and third-party investment platforms.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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Robert K

Series 63, Series 65

Charleston, WV

J. W. Cole Advisors, Inc.

Robert Kopp Jr. is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with J. W. Cole Advisors since 2019, following prior roles at Householder Group Estate & Retirement Specialists and LPL Financial. Outside of his advisory work, he is involved with RAKopp, Inc., a business entity for tax purposes. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of more than 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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