Mathew Austin Tomlin

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

• 02/2017 → 11/2017
  Northwestern Mutual
  Clearwater, FL
• 06/2016 → 02/2017
  Raymond James Financial Services, Inc.
  St. Petersburg, FL
• 11/2017 → 05/2022
  Raymond James Financial Services, Inc.
  St. Petersburg, FL
• 05/2015 → 02/2022
  United States Marine Corps Reserve
  Tampa, FL
• 08/2019 → 03/2022
  Raymond James & Associates, Inc
  St Petersburg, FL
• 03/2022 → 11/2023
  Steward Partners Global Advisory, Llc
  Largo, FL
• 03/2022 → 11/2023
  Steward Partners Investment Advisory, Llc
  Largo, FL
• 05/2022 → 11/2023
  Steward Partners Investment Solutions, Llc
  Largo, FL
• 11/2023 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 11/2023 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2022-05-20 → 2023-12-04
  Steward Partners Investment Advisory, Llc
  Largo, FL
  Stamford, CT
  Madeira Beach, FL

Other Businesses

(1) Non Producing Insurance Agent; 13110 116th St, Largo, FL 33778; Licensed Insurance Agent; Appointed with Nationwide Life, Insurance Company and Midland National Life but do not plant to solicit business; Start 3/6/2017; 0 hours.

Exams

• S66 Uniform Combined State Law Examination
  2022-05-05