Keith Joseph Willey

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

• 09/2019 → 07/2020
  Delta Global Services
  Bloomington, MN
• 07/2018 → 08/2024
  Olive Garden
  Burnsville, MN
• 09/2018 → 04/2019
  Coordinated Business Solutions
  Burnsville, MN
• 12/2016 → 08/2018
  Walser Toyota
  Bloomington, MN
• 01/2014 → 06/2018
  Olive Garden
  Burnsville, MN
• 06/2020 → 08/2021
  Equitable Advisors, Llc.
  New York, NY
• 03/2020 → 06/2020
  Axa Advisors, Llc
  New Yokr, NY
• 08/2021 → Present
  J.W. Cole Financial, Inc
  Tampa, FL
• 08/2021 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2021-08-19 → 2021-08-30
  Equitable Advisors, Llc
  Minneapolis, MN

Other Businesses

(1) New Horizons BFS LLC; DBA; 8647 Eagle Point Blvd., Suite 1, Lake Elmo MN 55042; Investment Related; Financial Advisor/Partner; Providing Financial services advice to current and prospective clients; Start 3/1/25; 160 hours/month during trading. (2) McCoy's Copper Pint; Not investment related; 1710 Crossing Blvd, Shakoppee, MN 55739; Server; Take care of guests and be knowledgeable about the food we have available; Start 1/1/24; 0 hours/month during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-13
• S63 Uniform Securities Agent State Law Examination
  2020-10-09

Other Names

• Keith Willey