Paul Gardner

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

• 05/2016 → 04/2019
  Global Financial Private Capital, Llc
  Sarasota, FL
• 05/2016 → 04/2019
  Gf Investment Services Llc
  Sarasota, FL
• 04/2019 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 04/2019 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2016-06-09 → 2019-04-30
  Global Financial Private Capital, Inc.
  Sarasota, FL
• 2011-10-31 → 2016-05-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sarasota, FL
  Jacksonville, FL
  Sarasota, FL
  Sarasota, FL
  Tampa, FL
• 2010-03-29 → 2011-04-12
  Morgan Stanley
  Sarasota, FL
  Sarasota, FL

Other Businesses

1) I*46358 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: PERSONAL LANDLORD INVESTMENT RELATED: N ADDRESS OF BUSINESS: SARASOTA, FLORIDA 34239 NATURE OF BUSINESS: SOLE PROPRIETORSHIP, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 10/3/2011 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I OWN REAL ESTATE AS AN INVESTMENT 2. MAIN STREET PRIVATE CAPITAL, LLC / DBA / 1343 MAIN STREET SUITE 302 SARASOTA, FL 34236 / 10-1-2019 / DBA NAME FOR SECURITIES AND ADVISORY BUSINESS

Exams

• S66 Uniform Combined State Law Examination
  2010-03-23

Other Names

• Paul Timothy Gardner
• Paul Timothy Gardner