Jeffrey Thomas (CRD# 2095554) is an Investment Advisor Representative working at Alpha Asset Management in Akron, OH and has over 33 years of experience in the finance industry.
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 1065232
Independence Capital Company, Inc.
CRD# 5069849
Strategic Wealth Partners, Ltd.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| American Heritage Securities Inc. | Akron, OH | Jan 2013 - Current | 11 |
| Alpha Asset Management | Akron, OH | Mar 1996 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1990 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1995 |
- FL
- OH
-
Total Assets Under Management99MILLIONS
-
Total Number of Accounts137ACCOUNTS
-
Average Account Value$725,119
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL, OH
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