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TJ

Thomas L. Johnson

J.W. COLE FINANCIAL
Windermere, FL
Some features on this profile are disabled
CRD#: 1332846
TJ

Professional summary


Thomas Lynn Johnson, who also goes by Thomas L Johnson, Tom Johnson, is a registered financial professional currently at J.W. COLE FINANCIAL, INC. located in Windermere, Florida.

Thomas is registered as a RR (Registered Representative) and started their career in finance in 1985. Thomas has worked at 6 firms and has passed the Series 6TO, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Thomas L Johnson | Tom Johnson

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Thomas Lynn Johnson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 3, 2025 - Present

J.W. COLE FINANCIAL, INC.

Office #2: 3001 Countryside Boulevard, Clearwater, FL 33761
BD
CRD#: 124583
Windermere, FL
Past

December 22, 2020 - June 4, 2025

SECURITIES RESEARCH, INC. OF FLORIDA

BD
CRD#: 6516
VERO BEACH, FL
Past

July 3, 2013 - December 31, 2016

DELTA SECURITIES COMPANY, LLC

BD
CRD#: 130577
MAITLAND, FL
Past

November 20, 1998 - December 21, 2020

SIGNATURE ESTATE SECURITIES, LLC

BD
CRD#: 18923
LOS ANGELES, CA
Past

January 14, 1991 - November 28, 1998

CFG SECURITIES CORP.

BD
CRD#: 10815
LONGWOOD, FL
Past

March 10, 1988 - December 31, 1988

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
Past

February 21, 1985 - January 12, 1988

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(6/3/2025)

Exams


General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


JC
J.W. COLE FINANCIAL, INC.
J.W. COLE FINANCIAL, INC.

CRD#: 124583 / SEC#: , 8-65698

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
Mailing Address
4301 Anchor Plaza Parkway 4th Floor, Tampa, FL 33634
Phone number
(813) 935-6776
Established
Florida since 10/14/2002
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
JWC WEALTH PARTNERSOWNER
FUSSA OCASIO, FERNANDOCFO/FINOP2471569
LOFGREN, KURT WALKERCHIEF COMPLIANCE OFFICER3048472
PACK, TODD JAMESCHIEF OPERATING OFFICER2795590
WEST, EUGENEDESIGNATED MUNICIPAL PRINCIPAL/ROSFP2059974
WOOD, ROBERT JULIANTREASURER/SECRETARY/GP/CEO3217809

Disclosures


Regulatory Event1
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


J.W. COLE FINANCIAL, INC.

CRD#: 124583Windermere, FL

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