Karli Griffin

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

• 10/2023 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 01/2019 → 07/2020
  Ulele
  Tampa, FL
• 07/2020 → 12/2020
  Unemployed
  Tampa, FL
• 10/2017 → 02/2018
  Grimaldi's
  Tampa, FL
• 02/2018 → 01/2019
  Unemployed
  Tampa, FL
• 09/2018 → 11/2018
  Busch Gardens Howl-O-Scream
  Tampa, FL
• 09/2021 → 10/2023
  Southpaw Animal Health
  Tampa, FL
• 12/2020 → 09/2021
  Circle C Ranch
  Tampa, FL
• 10/2014 → 10/2017
  Unemployed
  Tampa, FL
• 05/2025 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2025-05-13