JT
CFA
JT
CFA

John Stanley Thomas

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
228 advisors
Number of Clients
14,528 clients
Average Client Portfolio
$140K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$10K
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Location

1301 East Broward Blvd, Suite 200, Fort Lauderdale, FL, 33301

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is an IAR/CIO at Global Wealth Management, an RIA, and a Wealth Advisor, Client Services, and Insurance Agent at Global Wealth Retirement Planning, LLC, an insurance company. Both roles take nearly full-time hours.

Employment History
Current Registrations
Madison Avenue Securities, LLCBroker
January 2025 - Present · 1 yr 1 mo
Global Wealth Management Investment Advisory, INC.
April 2017 - Present · 8 yrs 10 mos
Previous Registrations
Madison Avenue Securities, LLCBroker
August 2017 - December 2023 · 6 yrs 4 mos
Global Financial Private Capital, LLC
August 2014 - April 2018 · 3 yrs 8 mos
G.F. Investment Services, LLCBroker
July 2014 - August 2017 · 3 yrs 1 mo
Raymond James Financial Services Advisors, INC
September 2009 - August 2014 · 4 yrs 11 mos
Raymond James Financial Services
February 2008 - October 2009 · 1 yr 8 mos
Raymond James Financial Services, INC.Broker
February 2008 - August 2014 · 6 yrs 6 mos
Costa Financial Group, INC.
February 2006 - March 2008 · 2 yrs 1 mo
Costa Financial Securities, INC.Broker
August 2003 - February 2008 · 4 yrs 6 mos
State Registrations2 states
CAFL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
John Stanley Thomas - Financial Advisor | TrueAdvisor