Caleb James Sturgis

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

• 04/2013 → 01/2019
  National Football League
  New York, NY
• 01/2022 → 01/2023
  Amazon
  Seattle, WA
• 01/2019 → 01/2023
  Bhgre Thomas Group
  Gainesville, FL
• 01/2022 → 11/2023
  Unemployed
  Gainesville, FL
• 12/2023 → 08/2024
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 12/2023 → 08/2024
  Northwestern Mutual Investment Services Llc
  Gainesville, FL
• 09/2024 → 12/2024
  Valmark Securities Inc.
  Akron, OH
• 09/2024 → 07/2025
  Koss Olinger Consulting, Llc
  Gainesville, FL
• 09/2024 → 07/2025
  Koss Olinger & Company
  Gainesville, FL
• 07/2025 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 07/2025 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2024-10-30 → 2025-07-09
  Koss-Olinger Consulting, Llc.
  Gainesville, FL
• 2024-02-29 → 2024-08-30
  Northwestern Mutual Investment Services, Llc
  Gainesville, FL

Other Businesses

(1) Clarity Wealth; DBA; 119 NW 137th Drive, Suite 30, Newberry FL 32669; Investment Related; Financial Planner; Start 7/10/25; 40 hours/week, 40 hours/week during trading. (2) Insurance Sales; Not investment related; 119 NW 137th Drive, Suite 30, Newberry FL 32669; Insurance Sales; Start 1/2024; 10 hours/month, 5 hour/month during trading.

Exams

• S66 Uniform Combined State Law Examination
  2024-02-23

Designations

• Certified Financial Planner

Other Names

• Caleb Sturgis