John Thomas, financial advisor Baton Rouge LA
88 score

John Thomas

CRD Number: 6398782
Current Firm: Arete Wealth Advisors, LLC

John Thomas (CRD# 6398782) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Baton Rouge, LA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Self Employed Baton Rouge, LA Jan 2014 - Current 2
Deutsche Bank New York, NY Nov 2008 - Dec 2013 5
Bank Of America New York, NY Dec 2003 - Oct 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for John B. Thomas
Phone Number: 312-940-3684
Registered State(s):
  • AL
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    691
    MILLIONS
  • Total Number of Accounts
    4,557
    ACCOUNTS
  • Average Account Value
    $151,719
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV

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

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