Gregory John Liston

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2011 → 01/2025
  Lpl Financial
  Charlotte, NC
• 02/2025 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 02/2025 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2013-12-03 → 2025-02-13
  Lpl Financial Llc
  Wichita, KS
  Fort Mill, SC
  Fort Mill, SC

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-11-30
• S63 Uniform Securities Agent State Law Examination
  1997-10-16

Other Names

• Gregory John Liston
• Gregory Liston