Garrett D. Lingle

JWTT

Jacksonville, FL 32202

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CRD#: 7151908

Professional summary

Garrett David Lingle, who also goes by Garrett Lingle, is a registered financial professional currently at JWTT INC. located in Jacksonville, Florida.

Garrett is registered as a RR (Registered Representative) and started their career in finance in 2020. Garrett has worked at 3 firms and has passed the Series 66, Series 7TO, SIE, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Garrett Lingle

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 Garrett David Lingle'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

April 1, 2026 - Present

JWTT INC.

Office #1: 121 West Forsythe St, Suite 820, Jacksonville, FL 32202

CRD#: 299410

Jacksonville, FL

Past

October 15, 2024 - April 8, 2026

JANNEY MONTGOMERY SCOTT LLC

RIA

CRD#: 463

PONTE VEDRA BEACH, FL

Past

October 14, 2024 - April 8, 2026

JANNEY MONTGOMERY SCOTT LLC

CRD#: 463

PONTE VEDRA BEACH, FL

Past

May 12, 2020 - October 18, 2024

D.A. DAVIDSON & CO.

RIA

CRD#: 199

JACKSONVILLE, FL

Past

February 24, 2020 - October 18, 2024

D.A. DAVIDSON & CO.

CRD#: 199

JACKSONVILLE, FL

State Registrations and Notice Filings

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

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

Arizona
(4/1/2026)

California
(4/1/2026)

Delaware
(4/13/2026)

Florida
(4/1/2026)

Idaho
(4/1/2026)

Illinois
(4/1/2026)

Iowa
(4/13/2026)

Kentucky
(4/13/2026)

Louisiana
(4/13/2026)

Maryland
(4/1/2026)

New Jersey
(4/1/2026)

New York
(4/1/2026)

North Carolina
(4/14/2026)

Oregon
(4/1/2026)

Pennsylvania
(4/1/2026)

Tennessee
(4/1/2026)

Texas
(4/1/2026)

Washington
(4/1/2026)

Exams

State Security Law Exam

IAR

Series 66

Date: 5/8/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/24/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/5/2019

Securities Industry Essentials Examination

Principal/Supervisory Exam

Series 10

Date: 3/26/2025

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 1/10/2025

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

JWTT INC.

CRD#: 299410 / SEC#: , 8-70242

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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Contact information

Main Address

19980 Jw Brown Rd, Bend, OR 97703

Mailing Address

19980 Jw Brown Rd, Bend, OR 97703

Phone number

(971) 323-0700

Established

Oregon since 10/15/2018

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (13 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
PAULSON CAPITAL HOLDING COMPANY, LLC	OWNER
CLARK, CHRISTOPHER STEVEN	DIRECTOR	1952666
GEORGE, KENNETH RONALD	FINOP	2643369
PARIGIAN, THOMAS STEWART	DIRECTOR	1398840
SETTEDUCATI, ROBERT JOSEPH	DIRECTOR	1352722
THIEL, THOMAS ANDREW	PRESIDENT	5581270
THIEL, THOMAS ANDREW	CCO	5581270
WARMENHOVEN, JOEY JAMES	CEO	2749033
WINKS, MALCOLM ALEXANDER	CFO	5153752

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.

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Advisor Monitoring

Firm Stability Insights

Garrett D. Lingle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Garrett David Lingle's CRS (Customer Relationship Summary).

Certified licenses

Experience

JWTT INC.

JANNEY MONTGOMERY SCOTT LLC

JANNEY MONTGOMERY SCOTT LLC

D.A. DAVIDSON & CO.

D.A. DAVIDSON & CO.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/8/2020

Series 7TO

Date: 2/24/2020

SIE

Date: 11/5/2019

Series 10

Date: 3/26/2025

Series 9

Date: 1/10/2025

FINRA

Nasdaq Stock Market

Current Firm

JWTT INC.

Contact information

FINRA licenses (13 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

JWTT INC.

TRUST BUT VERIFY

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