Calvin Anthony
Investment adviser representative at J. W. Cole Advisors, Inc.
10 yearsExperience
1 stateRegistered 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.Oct 2025 to now
- J.W. Cole Advisors, Inc.Oct 2025 to now
- Costar GroupJun 2025 to Sep 2025
- Equitable Advisors, LLCJun 2024 to May 2025
- Scott InsuranceJun 2022 to Aug 2022
- Roanoke CollegeSep 2021 to May 2024
- Ballyhack Golf ClubMay 2021 to Aug 2021
- Roanoke CollegeJun 2020 to Apr 2021
- Hidden Valley Country ClubJan 2018 to May 2020
- Hidden Valley High SchoolAug 2016 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7948106
- Firm CRD
- 112294