Kaytie Anne cunningham Salzman
Investment adviser representative at J. W. Cole Advisors, Inc.
10 yearsExperience
2 statesRegistered in
$8.2BFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- J. W. Cole Advisors, Inc.Aug 2026 to now
- J.W. Cole Advisors, Inc.Aug 2026 to now
- J.W. Cole Financial, Inc.Aug 2026 to now
- UnemployedJun 2026 to Jul 2026
- Bcg Securities, IncFeb 2026 to Jun 2026
- Horace Mann CompaniesFeb 2026 to Jun 2026
- Horace Mann Investors, IncFeb 2026 to Jun 2026
- LPL Financial, LLCJul 2025 to Dec 2025
- Atria Wealth ManagementMay 2023 to Jul 2025
- UnemployedApr 2022 to Apr 2023
- Avantax Advisory ServicesOct 2021 to Feb 2022
- Avantax Investment Services, Inc.Oct 2021 to Feb 2022
- Constellation Advisors, Iq-eqJun 2021 to Sep 2021
- Not EmploymentMar 2021 to May 2021
- M Holdings SecuritiesJun 2018 to Feb 2021
- TD AmeritradeApr 2016 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (FL, OR).
J. W. Cole Advisors, Inc.
Legal name: Jonathan Roberts Advisory Group, Inc.
$8.2BAssets managed
31,247Clients
485Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5789252
- Firm CRD
- 112294