John Stanley Thomas

Employer firm

Global Wealth Management Investment Advisory, Inc. CRD 286005

$723M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 04/2011 → 12/2022
  John S Thomas Pa
  Pompano Beach, FL
• 07/2014 → 08/2017
  Gf Investment Services Llc
  Sarasota, FL
• 07/2014 → 08/2017
  Global Financial Private Capital, Llc
  Sarasota, FL
• 02/2017 → Present
  Global Wealth Management Investment Advisory, Inc.
  Fort Lauderdale, FL
• 08/2014 → Present
  Global Wealth Retirement Planning, Llc
  Fort Lauderdale, FL
• 08/2017 → 12/2023
  Madison Avenue Securities, Llc
  San Diego, CA
• 01/2025 → 12/2025
  Madison Avenue Securities
  San Diego, CA

Previous Registrations

• 2014-08-01 → 2018-04-19
  Global Financial Private Capital, Inc.
  Fort Lauderdale, FL
  Sarasota, FL
• 2009-09-14 → 2014-08-01
  Raymond James Financial Services Advisors, Inc
  Pompano Beach, FL
• 2008-02-20 → 2009-10-10
  Raymond James Financial Services, Inc.
  Pompano Beach, FL
  Ft. Lauderdale, FL
• 2006-02-06 → 2008-03-12
  Costa Financial Group, Inc.
  Boca Raton, FL

Other Businesses

NAME: GLOBAL WEALTH RETIREMENT PLANNING, LLC; INV RELATED:YES; ADDRESS: 1301 E. BROWARD BLVD SUITE 200, FORT LAUDERDALE, FL 33301; NATURE:INSURANCE; POSITION:WEALTH ADVISOR, CLIENT SERVICES, INSURANCE AGENT; START DATE:08/2014; HOURS/MONTH:160; TRADING HOURS/MONTH:160; DUTIES:CLIENT SERVICES

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-04-07
• S63 Uniform Securities Agent State Law Examination
  2003-10-07

Designations

• Chartered Financial Analyst