Gail Lyn Leonard

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

• 11/2011 → Present
  J.W. Cole Financial
  Tampa, FL
• 11/2011 → Present
  Jonathan Roberts Advisory Group, Inc.
  Tampa, FL

Previous Registrations

• 2009-08-12 → 2011-11-16
  Raymond James Financial Services Advisors, Inc
  St. Petersburg, FL
• 2007-11-21 → 2009-10-10
  Raymond James Financial Services, Inc.
  St Petersburg, FL

Other Businesses

A) EXCELLENT REALTY, LLC B) REAL ESTATE MANAGEMENT/HOLDING CO C) GENERAL PARTNER IN FAMILY LLC - WE OWN BUILDING WHERE MY HUSBAND'S OFFICE IS LOCATED - START DATE: 1995 - NO DUTIES D) ZERO HOURS MONTHLY / ZERO TRADING HOURS (2) A) FIXED INSURANCE SALES B) 3/24/14 C) 5-6 HOURS PER MONTH (3) PROFESSION DESIGNATION: RICP® (RETIREMENT INCOME CERTIFIED PROFESSIONAL)

Exams

• S66 Uniform Combined State Law Examination
  2007-11-12

Other Names

• Gail Lyn Unneland