Kevin James Conroy

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

• 10/2015 → 08/2020
  Massmutual
  Webster, NY
• 01/2016 → 08/2020
  Mml Investors Services, Llc
  Webster, NY
• 08/2020 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 08/2020 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Other Businesses

(1) DBA - Conroy Wealth Management; investment related; start date 9/1/2017 - advisor/agent; 1717 Empire Blvd - Webster, NY 14580; insurance, investment & financial planning; 150 hours per month, all during trading. (2) Fixed Insurance; Non-Investment related; start date 11/01/2022 -Insurance Agent ; 1717 Empire Blvd - Webster, NY 14580; 0 hours per month during trading hours (3) KJ Conroy Inc.; Non-Investment related; start date 11/01/2022 - Owner; 1717 Empire Blvd - Webster, NY 14580; 0 hours per month during trading hours (4) Power of Attorney for James E. Conroy - father; Not investment Related; 21 Pen Web Park, Webster NY 14580; Act as power of attorney if needed for my father; Start 9/1/2023; 0 hrs./mo.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-28
• S63 Uniform Securities Agent State Law Examination
  2016-02-05

Other Names

• Kevin James Conroy
• Kevin Conroy