Caleb Landry
Investment adviser representative at J. W. Cole Advisors, Inc.
11 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
11 years in the industry.
- J. W. Cole Advisors, Inc.Jan 2026 to now
- J.W. Cole Advisors, Inc.Jan 2026 to now
- J.W. Cole Financial, Inc.Jul 2024 to now
- Spring Lake Park SchoolsNov 2022 to Jul 2024
- University of Northwestern - St. PaulAug 2022 to May 2024
- Lj ConcreteJun 2020 to Oct 2023
- Andover High SchoolAug 2018 to Jun 2022
- Oak View Middle SchoolAug 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7951501
- Firm CRD
- 112294