John Helms

Current Employers

Employment History

• 05/1993 → Present
  John Helms Inc
  Sarasota, FL
• 07/2018 → 04/2019
  Global Financial Private Capital, Llc
  Sarasota, FL
• 04/2014 → Present
  Objective Insurance (Dba For John Helms Inc)
  Sarasota, FL
• 04/2019 → 04/2020
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 03/2010 → Present
  John Helms Inc
  Sarasota, FL
• 04/2020 → 03/2022
  Accurate Wealth Management, Llc
  Sarasota, FL
• 03/2022 → Present
  Sarasota Capital Strategies Inc
  Osprey, FL
• 01/2022 → Present
  San Blas Securities Llc
  Chicago, IL

Previous Registrations

• 2020-04-22 → 2022-03-16
  Accurate Wealth Management, Llc
  Wesley Chapel, FL
  Sarasota, FL
• 2019-04-23 → 2020-04-24
  J. W. Cole Advisors, Inc.
  Sarasota, FL
  Tampa, FL
• 2018-07-20 → 2019-04-24
  Global Financial Private Capital, Inc.
  Sarasota, FL
  Sarasota, FL
• 2012-11-08 → 2014-08-07
  Sarasota Capital Strategies,Inc.
  Osprey, FL
• 2000-09-13 → 2004-04-02
  Transamerica Financial Advisors, Llc
  Tampa, FL

Other Businesses

1) JOHN HELMS INC. INSURANCE SALES. NON-INVESTMENT RELATED. OWNER. ADDRESS: 1990 MAIN ST., STE 750, SARASOTA, FL 34236. HOURS OF OPERATION COINCIDE WITH MARKET HOURS. BEGAN 1993. 2) OBJECTIVE INSURANCE, INVESTMENT RELATED, FIXED INSURANCE BUSINESS, 1990 MAIN STREET SUITE 750, SARASOTA, FL 34236, 10/1/2018 3) Insurance adviser-commission, Principal Financial 401k-commission, Life settlement agent-commission 4) occasional insurance consultation through John Helms, Inc. (long term care, life insurance, disability insurance, and annuities) 5) San Blas Securities, LLC, Registered Representative, Investment Related, Commissions. Hours of operation coincide with market hours. 1990 Main Street, Suite 750, Sarasota, FL 34236 Began 2022

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-03-04

Designations

Other Names

• John Edward Iv Helms
• John Edward Helms
• John Edward Helms