Robert Barley

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

• 08/2012 → 05/2017
  Private Advisor Group, Llc
  Morristown, NJ
• 12/2007 → 05/2017
  Lpl Financial Llc
  Rochester, NY
• 05/2017 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 05/2017 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2012-09-05 → 2017-05-08
  Private Advisor Group, Llc
  Rochester, NY
  Morristown, NJ

Other Businesses

(1)05/08/2017: Barley Financial Services - DBA for JW Cole(entity for business) - Investment Related - At Reported Business Location(s). (2) 04/07/2008: Fixed Insurance Sales; Investment Related; At Reported Business Location(s); Selling of life insurance and fixed annuities with various carriers (Hartford Life Insurance Company, MassMutual Life, Jackson National), Spent 1% to 10%. (3) 10/26/2016: No Business Name - Real Estate Rental - Investment Related - 341 Brooks Ave Rochester, NY 14619 - Start 01/01/2016 - 1 Hr/Mo; 0 Hour(s) During Securities Trading. (4) Town of Henrietta; Town Council; Non Investment Related; 475 Calkins Road, Henrietta, NY 14467; Start Date 01/01/2024; Elected officials, the council members serve as the voice of the citizens of Henrietta, they listen to their constituents, take their concerns to heart, and do their best to advocate on their behalf. The council members also have the responsibility of keeping an eye on the Town's operations; 0 hours per month during trading. (5) Tim Horton's Ice Plex; 2700 Brighton Town Line Rd; Hockey Arena; Not investment related; Board Member; Board Treasurer, Advising on strategic plans, goals, and performance indicators, Participating in evaluations, hiring and compensation of executive leadership, Ensuring the company complies with legal and ethical standard; Start 1/1/24; 0 hours during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-10-18
• S63 Uniform Securities Agent State Law Examination
  1985-07-08

Other Names

• Bob Barley
• Robert Barley
• Robert Barley
• Robert Barley Jr