Jonathan Thomson (CRD# 6951842) is an Investment Advisor Representative working at First Pacific Financial, Inc. in Vancouver, WA and has over 5 years of experience in the finance industry. Jonathan Thomson 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.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Pacific Financial | Vancouver, WA | Jun 2020 - Current | 3 |
| Self | Monrovia, CA | Aug 2005 - Current | 18 |
| U.s. Bancorp Investments | Portland, OR | Jul 2019 - Jun 2020 | < 1 |
| Ameriprise Financial Services Inc. | Vancouver, WA | Aug 2018 - Jul 2019 | < 1 |
| Pascale Music Institute | South Pasadena, CA | May 2016 - Jul 2018 | 2 |
| Mosaic Music | Yorba Linda, CA | Jul 2015 - Jul 2018 | 3 |
| Azusa Pacific University | Azusa, CA | Sep 2009 - Jul 2018 | 8 |
| University Of California | Los Angeles, CA | Jan 2011 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- AK
- OR
- TX
- WA
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Total Assets Under Management1,277MILLIONS
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Total Number of Accounts3,467ACCOUNTS
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Average Account Value$368,427
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AK, AZ, CA, CO, FL, ID, NC, NH, NV, OR, TX, UT, WA
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