Kalie Hawley, financial advisor Odessa FL

Kalie Hawley

CRD Number: 5324737
Current Firm: J. W. Cole Advisors, Inc.

Kalie Hawley (CRD# 5324737) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Odessa, FL and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Spark Insights, LLC Tampa, FL Dec 2020 - Current 3
J.w. Cole Financial, Inc. Tampa, FL Oct 2017 - Current 6
J.w. Cole Advisors, Inc. Tampa, FL Oct 2017 - Current 6
National Planning Corporation Odessa, FL Jun 2015 - Oct 2017 2
Jpmorgan Securities LLC Greenwich, CT Dec 2012 - Jun 2015 2
Jpmorgan Chase Bank Greenwich, CT Jun 2012 - Jun 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2013
S65 NASAA Investment Advisors Law Examination Sep 2015
Contact Info for Kalie G. Hawley
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    4,854
    MILLIONS
  • Total Number of Accounts
    24,060
    ACCOUNTS
  • Average Account Value
    $201,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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