Gerald ThomasCRD Number: 1320168
Current Firm: J.p. Morgan Securities LLC
Gerald Thomas (CRD# 1320168) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New Berlin, WI and has over 27 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Legacy Wealth, LLC||West Pewawkee, WI||Jul 2015 - Current||2|
|Jp Morgan Securities LLC||New Berlin, WI||Aug 2014 - Current||3|
|Women's Care Of Lagrange||Lagrange, IL||Jun 2011 - Aug 2014||3|
|Citigroup Global Markets Inc.||Chicago, IL||May 2007 - Apr 2014||6|
|Citicorp Investment Services||Chicago, IL||Feb 2004 - Oct 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1990|
|S65||NASAA Investment Advisors Law Examination||Jul 2001|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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