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Keith Joseph Willey

J. W. Cole Advisors, Inc.

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About Keith Joseph Willey

Keith Joseph Willey is a financial advisor who has been in the industry since July 8, 2020. Keith is currently registered with J. W. Cole Advisors, Inc. Keith specializes in financial planning, portfolio management for individuals and businesses, and provides hourly and fixed-rate consulting services. Keith has Series 7TO, Series 63, Series 65, and SIE licenses. Keith has previously worked at Equitable Advisors, LLC and AXA Advisors, LLC.

Firm Information

Keith Willey is currently registered with J. W. Cole Advisors, Inc.. J. W. Cole Advisors, Inc. is an investment advisor headquartered in TAMPA, FL. They manage a total of $5.74 billion in client assets, primarily for high-net-worth individuals and other individuals, as well as corporations and charitable organizations. The firm offers a range of services, including financial planning, portfolio management, and educational seminars. J. W. Cole Advisors, Inc. is a registered investment advisor with the SEC.
J. W. Cole Advisors, Inc.

4301 ANCHOR PLAZA PARKWAY

TAMPA, FL 33634

$5.74B

Assets Under Management

1,682

Total Clients

419

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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hourly & fixed rate consulting

Hourly & fixed rate consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Keith Willey’s Registration & Firm History

FL

08/31/2021 - Present

J. W. Cole Advisors, Inc. (TAMPA FL)

MN

07/09/2020 - 08/30/2021

EQUITABLE ADVISORS, LLC (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 08/13/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/09/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/09/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/30/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Keith Joseph Willey.
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