Paul Louis Thiels

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

• 12/2002 → Present
  Ge Financial Assurance - Gfa
  New Orleans, LA
• 05/2009 → 11/2023
  Cambridge Investment Research, Inc
  Fairfield, IA
• 05/2009 → 11/2023
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 12/2023 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 12/2023 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2009-05-27 → 2023-12-20
  Cambridge Investment Research Advisors, Inc.
  New Orleans, LA
  New Orleans, LA
  New Orleans, LA
  New Orleans, LA
• 2003-02-21 → 2009-05-28
  Cetera Investment Advisers Llc
  New Orleans, LA
  New Orleans, LA
  New Orleans, LA

Other Businesses

(1) Advisor Choice; Insurance Brokerage Services; Not Investment Related; 515 Main Street, Suite 414, Thousand Oaks, CA 91360; Agent; Independent Agency; Start 9/2005; 1-2 hours a month. (2) Cypress Wealth Management; DBA; 900 Camp Street, Ste 3C10, New Orleans, LA 70130; Not investment related; Owner/Principal; This is the name that I hold out to the public for my practice; Start 5/2009; Approximate 160 hours/month, 0 during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-05-13
• S63 Uniform Securities Agent State Law Examination
  1986-10-02