Robert ThomasCRD Number: 1057231
Current Firm: Edward Jones
Robert Thomas (CRD# 1057231) is an Investment Advisor Representative working at Edward Jones in Sylvania, OH and has over 34 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Edward Jones||St Louis, MO||Feb 2012 - Current||5|
|Pnc Investments||Perrysburg, OH||May 2010 - Feb 2012||1|
|Morgan Stanley Smith Barney||Toledo, OH||Jun 2009 - May 2010||< 1|
|Citigroup Global Markets Inc.||Toledo, OH||Jul 1993 - Jun 2009||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1982|
|S65||NASAA Investment Advisors Law Examination||Apr 1996|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)