Paul Thomas, financial advisor Skokie IL

Paul Thomas

CRD Number: 6476088
Current Firm: Edward Jones

Paul Thomas (CRD# 6476088) is an Investment Advisor Representative working at Edward Jones in Skokie, IL and has over 5 years of experience in the finance industry.

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Stifel, Nicolaus & Company, Incorporated
Company Name Location Dates Years
Edward Jones Chicago, IL Jun 2019 - Current 4
Mml Investors Services, LLC Chicago, IL Jul 2018 - May 2019 < 1
Mass Mutual Life Insurance Co Chicago, IL Jul 2018 - May 2019 < 1
Arb Trading Chicago, IL Dec 2017 - Apr 2018 < 1
Budo Group Chicago, IL May 2017 - Oct 2017 < 1
Ketchum Trading Chicago, IL Dec 2016 - Mar 2017 < 1
Wolverine Chicago, IL Sep 1998 - Dec 2016 18
Wolverine Trading, LLC Chicago, IL Sep 1998 - Dec 2016 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2018
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Paul Thomas
Phone Number: 314-515-2000
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    692,248
    MILLIONS
  • Total Number of Accounts
    4,749,388
    ACCOUNTS
  • Average Account Value
    $145,755
Compensation Options
  • A percentage of assets under your management
  • Other
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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY

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