Edward Andrews Castleberry

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

• 09/1975 → Present
  Castleberry Financial Services
  Brandon, FL
• 04/1995 → 10/2016
  Investors Capital Corp.
  Brandon, FL
• 10/2016 → 12/2020
  Cetera Advisors Llc
  Denver, CO
• 01/2021 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 01/2021 → Present
  J. W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2016-09-13 → 2020-12-31
  Cetera Advisors Llc
  Plant City, FL
  Greenwood Village, CO
• 2005-01-11 → 2016-10-03
  Investors Capital Corp.
  Lynnfield, MA
  Plant City, FL
  Marblehead, MA
  Lynnfield, MA
  Sarasota, FL
  Lynnfield, MA
• 1999-05-25 → 2004-12-31
  Eastern Point Advisors Inc.
  Brandon, FL

Other Businesses

1) DBA - Castleberry Financial Services, Inc.; investment related; president - start date 8/1975; 3303 Michener Place, Plant City, FL 33566; DBA & fixed insurance business; 80 hours per month, 80 hours during trading. 2) Silverbrooke HOA; not investment related; president - start date 2016; PO Box 3611 Plant City, FL 33566; conduct board meetings and handle HOA business; 2 hours per month, 2 hours during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-20
• S63 Uniform Securities Agent State Law Examination
  1984-06-28

Designations

• Chartered Financial Consultant

Other Names

• Edward Andrew Castleberry