John Thomas (CRD# 4241246) is an Investment Advisor Representative working at Fortis Wealth Management, LLC in American Fork, UT and has over 10 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fortis Wealth Management, LLC | American Fork, UT | Oct 2022 - Current | 1 |
| Fortis Wealth Management, LLC | American Fork, UT | Oct 2017 - Current | 6 |
| Total Financial Health, LLC | Pleasant Grove, UT | Apr 2003 - Current | 21 |
| Foxstone Financial | Centennial, CO | Apr 2022 - Jan 2023 | < 1 |
| Cg Advisory Services | Haslett, MI | Feb 2016 - Apr 2022 | 6 |
| Allegis Investment Advisers, Llc Fka Bowengroup Advisors, LLC | Idaho Falls, ID | Jun 2013 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2013 |
- UT
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts70ACCOUNTS
-
Average Account Value$54,489
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
UT
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