Byron Keith Crosby

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

• 01/2014 → Present
  West Coast Accounting Inc.
  Seminole, FL
• 01/2017 → 01/2023
  Calton & Associates, Inc.
  Seminole, FL
• 01/2023 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 01/2023 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2019-12-23 → 2022-12-22
  Calton & Associates, Inc.
  Seminole, FL
  Seminole, FL
• 2006-07-10 → 2006-07-18
  Invest Financial Corporation
  St. Petersburg, FL
  St. Petersburg, FL

Other Businesses

(1) West Coast Accounting & Financial Services, Inc; 8758 Seminole Blvd, Seminole, FL 33772; Tax & Accounting Services; President; start 1/2/2014; 30 hr/mo, 30 hr/mo during trading. (2) Vanhorenbeck Financial Group; DBA; Investment related; 3001 Countryside Boulevard, Clearwater FL 33761; Financial Planning; Partner; Start 1/15/2023; 5 hr/mo, 5 hr/mo during trading.

Exams

• S66 Uniform Combined State Law Examination
  2019-12-16
• S63 Uniform Securities Agent State Law Examination
  2013-06-04