Garrett Gustav Engman

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

• 02/2016 → 09/2016
  Red Lobster
  Oakdale, MN
• 09/2016 → 01/2018
  Olive Garden
  Oakdale, MN
• 01/2018 → 11/2018
  St Paul College
  St. Paul, MN
• 07/2018 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 07/2018 → 07/2021
  Equitable Advisors, Llc
  New York, NY
• 08/2021 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 08/2021 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2018-09-19 → 2021-07-28
  Equitable Advisors, Llc
  Woodbury, MN
  Minneapolis, MN
  Minneapolis, MN

Other Businesses

(1) New Horizons BFS LLC; DBA; 8647 Eagle Point Blvd., Suite 1, Lake Elmo MN 55042; Investment Related; Partner; Provide advice and guidance to clients and provide insurance, Annuity, Financial Services to clients, Investments, Financial Planning; Start 2/1/2025; 80 hours/month during trading. (2) Engman Advisory Services LLC; Not investment related; 7400 Metro Boulevard, Ste 475; Edina, Minnesota 55439; CEO/Owner; S-Corp for income/tax purposes; This is a passthrough entity for tax purposes only; Start 1/1/2022; 10 hrs./mo. during trading hours. (3) POA for Allison Engman

Exams

• S66 Uniform Combined State Law Examination
  2018-09-09

Other Names

• Garrett Engman