Thomas Wilson, financial advisor Pittsburgh PA

Thomas Wilson

CRD Number: 4420606
Current Firm: Jfs Wealth Advisors, LLC

Thomas Wilson (CRD# 4420606) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Pittsburgh, PA and has over 18 years of experience in the finance industry. Thomas Wilson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Jfs Wealth Advisors, LLC Pittsburgh, PA Jul 2021 - Current 2
Jfs Wealth Advisors, LLC Pittsburgh, PA Sep 2014 - Jun 2021 6
Prospera Financial Services, Inc. Dallas, TX Apr 2010 - Jul 2014 4
Wrapmanager Inc. San Francisco, CA Nov 2009 - Jul 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
S65 NASAA Investment Advisors Law Examination Sep 2005
Contact Info for Thomas D. Wilson
Phone Number: 724-962-3200
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    2,984
    MILLIONS
  • Total Number of Accounts
    5,936
    ACCOUNTS
  • Average Account Value
    $502,642
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CT, DC, DE, FL, GA, ID, IL, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV

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