Leslie Valant is a registered investment advisor, based in Tampa, FL, with 16 years of industry experience.
Location
4301 Anchor Plaza Parkway, Suite 450, Tampa, FL, 33634
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
February 2017Other Business ActivitiesSells Insurance
Leslie is a managing member of Ocean Equity Partners LLC (commercial real estate rental) and Leeward Divorce Financial Planning, and president/owner of Leeward Wealth Management LLC. Leslie is also a licensed life insurance agent, dedicating minimal time to this activity.
Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
July 2019 - Present · 6 yrs 10 mos
J. W. Cole Advisors, INC.
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Intelligence Driven Advisers, LLC
January 2019 - June 2019 · 5 mos
Labrum Wealth Management, LLC
April 2017 - March 2019 · 1 yr 11 mos
Edward Jones
December 2009 - March 2017 · 7 yrs 3 mos
Edward JonesBroker
November 2009 - March 2017 · 7 yrs 4 mos
State Registrations1 state
FL
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.