Caleb Landry

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

• 07/2024 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 11/2022 → 07/2024
  Spring Lake Park Schools
  Spring Lake Park, MN
• 06/2020 → 10/2023
  Lj Concrete
  Forest Lake, MN
• 08/2022 → 05/2024
  University Of Northwestern - St. Paul
  St. Paul, MN
• 08/2018 → 06/2022
  Andover High School
  Andover, MN
• 08/2015 → 08/2018
  Oak View Middle School
  Andover, MN
• 01/2026 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Other Businesses

(1) Beef O'Brady's; Not investment related; 15190 Bluebird St NW #144, Andover, MN, 55304; Part=time Restaurant Employment; Server; Start 10/21/2024; 0 hours during trading hours. (2) Life, Accident and Health Insurance Agent; Not investment related; 7400 Metro Blvd, Suite 475, Edina, MN, 55439; Insurance Planning; Insurance Agent; Start 7/10/24; 130 hours/month during trading. (3) LGH Wealth Management, Inc; DBA; Investment Related; 7400 Metro Blvd, Suite 475, Edina, MN 55439; Financial Planning, Investment Management and insurance planning; Advisor, Financial Planner and Insurance Agent; Start 7/31/2025; 130 hours/month during trading.

Exams

• S66 Uniform Combined State Law Examination
  2026-01-22