Wesley Joseph Kulaga
Investment adviser representative at J. W. Cole Advisors, Inc.
13 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
13 years in the industry.
- J. W. Cole Advisors, Inc.Aug 2025 to now
- J.W. Cole Advisors, Inc.Aug 2025 to now
- University of FloridaAug 2025 to now
- J.W. Cole Financial, Inc.Jun 2025 to now
- Aqua PrintsMay 2024 to now
- College of the Florida Keys AcademyAug 2023 to May 2025
- College of the Florida KeysJul 2023 to May 2025
- UnemployedJun 2023 to Jul 2023
- Calvary Christian High SchoolAug 2021 to May 2023
- Wesley Methodist ChurchMar 2021 to Jun 2023
- Hillsborough Academy of Math and ScienceAug 2018 to Jun 2021
- Kulaga Brother's Lawn ServiceMay 2016 to Jun 2023
- Bay Crest Elementary SchoolAug 2013 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 8125255
- Firm CRD
- 112294