Joseph Thomas, financial advisor Beachwood OH

Joseph Thomas

CRD Number: 445261
Current Firm: Thomas & Company LLC

Joseph Thomas (CRD# 445261) is an Investment Advisor Representative working at Thomas & Company LLC in Beachwood, OH and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Thomas And Company, LLC Beachwood, OH Jan 2011 - Current 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 1993
Contact Info for Joseph H. Thomas
Phone Number: 216-292-9901
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    94
    MILLIONS
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $2,182,078
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

OH

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