Kalie Grace Hawley

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

• 06/2015 → 10/2017
  National Planning Corporation
  Odessa, FL
• 10/2017 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 10/2017 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 12/2020 → Present
  Spark Insights, Llc
  Tampa, FL

Previous Registrations

• 2015-09-18 → 2017-10-11
  National Planning Corporation
  Red Hook, NY
  Odessa, FL

Other Businesses

1) DBA - VALLEY INVESTMENT PLANNING, 14342 WADSWORTH DR ODESSA FL 33556, REGISTERED REP,7/1/2015, 150 HOURS TOTAL, 150 DURING TRADING HOURS, FIXED INSURANCE. 2) Educational Workshops & Financial Coaching - 14342 Wadsworth Dr Odessa, FL 33556 - General Financial education and personal life skills for high school and college students - non-investment related - 1/31/2018 - financial coach - 16 hours per month during trading hours 3) Notary Public - Non investment related - 14342 Wadsworth Dr Odessa, FL - 8/6/18 - 1 hour per month - 1 hr during trading hrs. 4) Trustee for The Ryan Hawley and Kalie Hawley Revocable Living Trust 5) Palm Services Team; Signer for property management company; non investment related; start date 4/18/2023; 5302 W Crenshaw St. Tampa, FL 33634; assists with administrative duties; 0 hours per month during trading 6) R and M Property Administrators; Partner; non investment related; 14324 Wadsworth Drive Odessa, FL 33556; owner of rental real estate property; 0 hours per month during trading 7) Ramrod Property Management LLC; Managing member; non investment related; 14342 Wadsworth Drive; owner and manger of rental real estate property; 0 hours per month during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-01
• S63 Uniform Securities Agent State Law Examination
  2013-03-07

Other Names

• Kalie Grace Albrecht