Jennifer Thomas (CRD# 6006899) is an Investment Advisor Representative working at Tri-ad Capital Management I, LLC in Escondido, CA and has over 12 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5084834
The Wealth Consulting Group
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tri-ad Capital Management I, LLC | Escondido, CA | Feb 2023 - Current | 1 |
| Tri-ad Capital Management, Inc. | Escondido, CA | Sep 2004 - Feb 2023 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2012 |
- AZ
- CA
-
Total Assets Under Management409MILLIONS
-
Total Number of Accounts56ACCOUNTS
-
Average Account Value$7,295,543
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, TX
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