Patti Diane May

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

• 04/1990 → Present
  Self-Employed
  San Mateo, CA
• 06/2015 → 04/2019
  Global Financial Private Capital, Llc
  Sarasota, FL
• 04/2019 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2015-06-10 → 2019-04-23
  Global Financial Private Capital, Inc.
  San Ramon, CA
  Sarasota, FL

Other Businesses

PATTI D. MAY - SELF EMPLOYED INSURANCE AGENT SALE OF FIXED ANNUITIES & LIFE INSURANCE 25 HOURS PER WEEK MAY FINANCIAL SERVICES - DBA

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-01-26
• S63 Uniform Securities Agent State Law Examination
  1991-09-06

Other Names

• Patti D May
• Patti D May