Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Thomas is a financial advisor at Janney Montgomery Scott LLC, located in Garden City, NY. Jake has been in the industry since 2022 and holds the Series 66, Series 7, and SIE licenses. Jake specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Jake also provides educational seminars and selection of other advisors for clients. Jake is a Certified Financial Planner and has experience in baseball coaching, which may provide a unique perspective to clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NY
08/29/2022 - Present
Janney Montgomery Scott LLC (GARDEN CITY NY)
BOTH
Issued 08/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2022
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2022
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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