Jeffrey ThomasCRD Number: 2095554
Current Firm: Alpha Asset Management
Jeffrey Thomas (CRD# 2095554) is an Investment Advisor Representative working at Alpha Asset Management in Akron, OH and has over 31 years of experience in the finance industry.
Whitaker-myers Wealth Managers, Ltd.
Independence Capital Company, Inc.
Strategic Wealth Partners, Ltd.
|American Heritage Securities Inc.||Akron, OH||Jan 2013 - Current||9|
|Alpha Asset Management||Akron, OH||Mar 1996 - Current||26|
|First Allied Securities, Inc.||San Diego, CA||Jun 2005 - Jan 2013||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1990|
|S65||NASAA Investment Advisors Law Examination||Aug 1995|
Total Assets Under Management81MILLIONS
Total Number of Accounts133ACCOUNTS
Average Account Value$609,051
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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