Calvin Anthony

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

• 06/2024 → 05/2025
  Equitable Advisors, Llc
  New York, NY
• 06/2022 → 08/2022
  Scott Insurance
  Roanoke, VA
• 01/2018 → 05/2020
  Hidden Valley Country Club
  Salem, VA
• 09/2021 → 05/2024
  Roanoke College
  Salem, VA
• 05/2021 → 08/2021
  Ballyhack Golf Club
  Roanoke, VA
• 06/2020 → 04/2021
  Roanoke College
  Salem, VA
• 08/2016 → 12/2017
  Hidden Valley High School
  Roanoke, VA
• 10/2025 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 06/2025 → 09/2025
  Costar Group
  Richmond, VA

Previous Registrations

• 2024-11-06 → 2025-06-04
  Equitable Advisors, Llc
  Roanoke, VA
  Roanoke, VA

Other Businesses

(1) Financial Dynamics & Associates; Insurance Sales; Not investment related; 13537 Waterford Place, Midlothian, VA 23112; Paraplanner; Support advisors with meeting prep and planning and provides customer service to clients; Start 10/9/25; 160 hours/month, 160 hours/month during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-04
• S63 Uniform Securities Agent State Law Examination
  2024-10-22