John Stanley Thomas
Investment adviser representative at Global Wealth Management Investment Advisory, Inc.
14 yearsExperience
1 stateRegistered in
CFADesignation
$722.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Global Wealth Management Investment Advisory, Inc.Feb 2017 to now
- Global Wealth Retirement Planning, LLCAug 2014 to now
- Madison Avenue SecuritiesJan 2025 to Dec 2025
- Madison Avenue Securities, LLCAug 2017 to Dec 2023
- Gf Investment Services LLCJul 2014 to Aug 2017
- Global Financial Private Capital, LLCJul 2014 to Aug 2017
- John S Thomas PaApr 2011 to Dec 2022
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (FL).
Global Wealth Management Investment Advisory, Inc.
$722.8MAssets managed
1,667Clients
16Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4679845
- Firm CRD
- 286005