Kimberly Lynn Payne

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

• 01/2024 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 01/2024 → Present
  Preservation 1St Financial Group Llc
  Brandon, FL
• 01/2023 → 12/2024
  Aflac
  Riverview, FL
• 08/2020 → 07/2024
  Doordash
  Riverview, FL
• 05/2016 → 08/2020
  Stay At Home Mom
  Fort Walton Beach, FL
• 03/2025 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Other Businesses

(1) Preservation 1st Financial Group; DBA; Life Insurance; Not Investment Related; 912 Lithia Pinecrest Rd. Brandon, FL 33598; Agent; Work with clients and evaluate their needs and then sell life insurance policies and annuities if appropriate; Start 1/15/24; 25 hours/month, 25 hours/month during trading. (2) Office Cleaning - Kimberly Payne; Not investment related; 11216 Winthrop Main St, Riverview, FL 33578; Cleaning office; Cleaning person; Start 9/6/2025; 0 hours/month during trading.

Exams

• S66 Uniform Combined State Law Examination
  2025-02-18