WK
Wesley J. Kulaga
J. W. COLE ADVISORS
Big Pine Key, FL 33043
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CRD#: 8125255
WK
Wesley Joseph KulagaJ. W. COLE ADVISORS
Professional summary
Wesley Joseph Kulaga, who also goes by Wes Joseph Kulaga, Wesley Kulaga, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Big Pine Key, Florida.
Wesley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Wesley has worked at 1 firm and has passed the Series 65 and SIE exams.
At a Glance
Always Fiduciary
Aliases
Wes Joseph Kulaga | Wesley Kulaga
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) Aqua Prints; Not investment related; Selling customized water bottles; 1632 Buttonwood Dr, Big Pine Key, FL 33093; Owner; Start 5/30/2024; 20 hours/month, 0 during trading. (2) Leeward Wealth Management; DBA; Investment Related; 30646 Overseas Highway, Big Pine Key FL 33043; Financial Advisor; Start 8/2025; 120 hours/month, 120 hours/month during trading. (3) Ash Brokerage LLC; Solicitation and sale of insurance products including life insurance and annuities; 888 S. Harrison St. Suite 900 Fort Wayne, Indiana 46802; Not investment related; Independent Insurance Agent; Start Date: 2/1/2026; 5-10 hours/month during trading
CRS (Client Relationship Summary) - RIA
Click below to view Wesley Joseph Kulaga's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 20, 2025 - Present
J. W. COLE ADVISORS, INC.
Office #1: 30646 Overseas Highway, Big Pine Key, FL 33043RIA
CRD#: 112294
Big Pine Key, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(8/20/2025)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)Loading...
Contact information
Main Address
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
Mailing Address
Phone number
(813) 935-6776
Established
Firm type
Fiscal year end
# of Employees
512
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 29,614 |
| AUM (Assets Under Management) | $ 7,195,237,282 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
