Joia Thomas, financial advisor Atlanta GA
88 score

Joia Thomas

CRD Number: 6328012
Current Firm: Advice And Planning Services

Joia Thomas (CRD# 6328012) is an Investment Advisor Representative working at Advice And Planning Services in Atlanta, GA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Atlanta, GA May 2015 - Current 1
Tiaa-cref Individual & Institutional Services, LLC Atlanta, GA May 2015 - Current 1
Edward Jones St Louis, MO Apr 2014 - Feb 2015 < 1
Envoy Corporation Alpharetta, GA Aug 2012 - Apr 2014 1
Kaplan University Davenport, IA Mar 2011 - Nov 2013 2
Kaplan Higher Education Corp. Alpharetta, GA Sep 2010 - Aug 2012 1
Troy University Montgomery, AL Jan 2010 - Jan 2011 1
United Education Institute Morrow, GA May 2007 - May 2010 3
Colonial Bancgroup Montgomery, AL May 2004 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Joia L. Thomas
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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