Malcolm ThomasCRD Number: 1833205
Current Firm: J.p. Morgan Securities LLC
Malcolm Thomas (CRD# 1833205) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Antonio, TX and has over 28 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|J.p. Morgan Securities LLC||San Antonio, TX||Oct 2012 - Current||4|
|Jp Morgan Chase Bank||San Antonio, TX||Sep 2011 - Current||5|
|Personal (vending Business)||San Antonio, TX||Jul 2011 - Jun 2013||1|
|Chase Investment Services Corp||San Antonio, TX||Sep 2011 - Oct 2012||1|
|Unemployed||San Antonio, TX||Jan 2011 - Sep 2011||< 1|
|Swbc Investment Services||San Antonio, TX||Jan 2010 - Jan 2011||1|
|Financial Network||El Segundo, CA||Mar 2008 - Jan 2010||1|
|Unemployed||San Antonio, TX||Jan 2008 - Mar 2008||< 1|
|Usaa Financial Advisors, Inc.||San Antonio, TX||Sep 2007 - Jan 2008||< 1|
|Usaa Life Insurance Company||San Antonio, TX||Sep 2007 - Jan 2008||< 1|
|Usaa Investment Management Company||San Antonio, TX||Aug 1998 - Jan 2008||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1988|
|S65||NASAA Investment Advisors Law Examination||Aug 2002|
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
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