Kayla Rose Kalisa

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

• 07/2022 → 04/2026
  Mml Investors Services Llc
  Lancaster, PA
• 07/2022 → 04/2026
  Massmutual Life Insurance Company/Ufinancial Group
  Lancaster, PA
• 01/2021 → 07/2022
  Inna's Pierogi Shop
  Lancaster, PA
• 06/2020 → 12/2020
  Homemaking
  Lancaster, PA
• 11/2019 → 06/2020
  Rexel Electric Supply
  Lancaster, PA
• 11/2017 → 11/2019
  Commons Company
  Lancaster, PA
• 11/2015 → 11/2017
  Legacy Electrical Services
  Manheim, PA
• 05/2026 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 05/2026 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2025-05-19 → 2026-04-15
  Mml Investors Services, Llc
  Lancaster, PA
  Lancaster, PA
  Lancaster, PA
  Mechanicsburg, PA

Other Businesses

(1) Regal Wealth Advisors LLC; DBA; Wealth Management; 108 Foxshire Drive, Ste 2, Lancaster, PA 17601; Not investment related; Licensed Registered Assistant; Start 4/20/26; 140 Hours/month, 140 hours/month during trading.

Exams

• S66 Uniform Combined State Law Examination
  2025-05-13

Other Names

• Kai Dougherty