Charles Allen Kanoy

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

• 03/1974 → Present
  Kanoy Associates
  San Juan Capistrano, CA
• 02/2013 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 02/2013 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2003-12-15 → 2013-02-21
  Walnut Street Securities, Inc.
  San Juan Capistrano, CA
  Laguna Hills, CA
• 1995-03-15 → 2006-11-02
  Walnut Street Advisers Inc
  Laguna Hills, CA

Other Businesses

1) INDEPENDENT INSURANCE AGENT DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE, BEGAN 01/1970, 15HRS/WKDY,1HR/WKEND 2) DBA / KANOY & ASSOCIATES / KANOY ASSOCIATES 3) A. STEM ADVANCEMENT INC DBA MISSISSIPPI ROBOTICS B. NON INVESTMENT REALTED C. P.O. BOX 426, MOUNT OLIVE, MS 39669 D. NOT FOR PROFIT/TEACHING STEM SKILLS E. BOARD CHAIRMAN F. 11/2014 G. 4 HRS/MONTH H. 30 MINS DURING TRADING HOURS/MONTH I. ORGANIZE AND RUN BOARD MEETINGS

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-07-27

Designations

• Chartered Financial Consultant

Other Names

• Chuck Kanoy
• Corky Kanoy