John
Thomas

Global Wealth Management Investment Advisory, Inc

CRD#4679845
Investment Advisor
in Fort Lauderdale, FL

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About this Advisor

John Thomas is a financial advisor based in Fort Lauderdale, Florida, working with Global Wealth Management Investment Advisory, Inc. John has previously held positions at Raymond James Financial Services, John S Thomas Pa, Gf Investment Services LLC, Global Financial Private Capital, LLC, Global Wealth Management Investment Advisory, Inc, Global Wealth Retirement Planning, LLC, and Madison Avenue Securities, LLC. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, John is part of Global Wealth Management Investment Advisory, Inc, which operates out of Fort Lauderdale, Florida. The firm has 2 offices and 20 employees. The firm manages assets totaling $422.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Global Wealth Management Investment Advisory, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1301 East Broward Blvd Suite 200
Fort Lauderdale, FL 33301

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Global Wealth Management Investment Advisory, Inc Brokerage Details

Total Assets Under Management

$422,042,783

FL Average: $1,855,561,029
Total Number of Employees

20

FL Average: 62
Total Number of Accounts

3,051

FL Average: 2,474
Average Account Size

$138,329

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

John Thomas Work History

2017 - Present (7 years)

Global Wealth Management Investment Advisory, Inc

2014 - Present (10 years)

Global Wealth Retirement Planning, LLC

2011 - Present (13 years)

John S Thomas Pa

2017 - 2023 (6 years)

Madison Avenue Securities, LLC

2014 - 2017 (3 years)

Gf Investment Services LLC

2014 - 2017 (3 years)

Global Financial Private Capital, LLC

2008 - 2014 (6 years)

Raymond James Financial Services

Disclosures

Please visit the SEC profile of John Thomas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Global Wealth Management Investment Advisory, Inc

Christian Avila
Fort Lauderdale, FL
David Olsen
Fort Lauderdale, FL
Amber Kelly
Fort Lauderdale, FL
Tyler Morales
Fort Lauderdale, FL
Charles Bosanac
Fort Lauderdale, FL
Richard Giannotti
Fort Lauderdale, FL
Kyle Kelly
Fort Lauderdale, FL
Gregg Kleinman
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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