Jesse ThomasCRD Number: 3168447
Current Firm: Axa Advisors, LLC
Jesse Thomas (CRD# 3168447) is an Investment Advisor Representative working at Axa Advisors, LLC in Wyomissing, PA and has over 19 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Kaufman Advisory Services, Inc.
|Axa Advisors, LLC||New York, NY||Sep 1999 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S65||NASAA Investment Advisors Law Examination||May 2000|
- Financial Issue
- Judgments / Liens
Total Assets Under Management9,867MILLIONS
Total Number of Accounts40,093ACCOUNTS
Average Account Value$246,096
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops