Malcolm Scott Mckay

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

• 08/2010 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 08/2010 → Present
  Jonathan Roberts Advisory Group, Inc.
  Tampa, FL

Previous Registrations

• 2009-04-21 → 2010-09-01
  Raymond James Financial Services Advisors, Inc
  St. Petersburg, FL
• 2005-04-13 → 2009-10-10
  Raymond James Financial Services, Inc.
  St. Petersburg, FL
  Saint Petersburg, FL
• 2004-03-10 → 2005-03-08
  Waddell & Reed
  St Petersburg, FL

Other Businesses

(1)FIXED INSURANCE SALES. (2)MUSICIAN. (3)KINGDOM WEALTH ADVISORY, DBA FOR SECURITIES AND ADVISORY BUSINESS. (4)KINGDOM BUSINESS ALLIANCE, NON INVESTMENT RELATED, 15512 LEMON FISH DRIVE, LAKEWOOD RANCH, FL 34202, VICE PRESIDENT, 02/19/2021, O HOURS PER MONTH DURING TRADING HOURS. (5) MELALEUCA, NON INVESTMENT RELATED 15512 LEMON FISH DRIVE, LAKEWOOD RANCH, FL 34202, MARKETING EXECUTIVE, 01/06/2020, 0 HOURS PER MONTH DURING TRADING HOURS. (6) THE KATHLEEN BALCIULIS REVOCABLE LIVING TRUST AND THE JANICE L. MCKAY REVOCABLE LIVING TRUST, INVESTMENT RELATED, SUCCESSOR TRUSTEE, 15512 LEMON FISH DRIVE, LAKEWOOD RANCH, FL 34202, 10/17/2022, O HOURS PER MONTH DURING TRADING HOURS. (7) KLEIN ROOFING, LLC, NON INVESTMENT RELATED, 15512 LEMON FISH DRIVE, LAKEWOOD RANCH, FL 34202, SALES ASSOCIATE, 10/22/2022, 4 HOURS PER MONTH DURING TRADING HOURS. (8) Kingdom Family Enterprises, LLC; Truck Leasing Business; Not investment related; 16310 Paynes Mill Drive, Lakewood Ranch, FL; Member; I will be in a passive role and act as the lessee of commercial trucks. The maintenance, licensing, dispatch and all related duties are to be handled by a lessor of the trucks; Start 9/13/24; 0 hours/month.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-04-18
• S65 Uniform Investment Adviser Law Examination
  2002-06-25