Unclaimed
Jamille Thomas is a financial professional with over 15 years of experience in the industry. Jamille has a strong track record of providing personalized financial advice and guidance to individual clients and businesses. Jamille is currently registered with J.p. Morgan Securities LLC. Previously, Jamille was with Fidelity Brokerage Services LLC. Jamille holds several industry licenses and designations, including Series 7, Series 9, Series 10, and Series 63. Jamille's areas of expertise include financial planning, portfolio management, and investment advisory services.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
05/03/2023 - Present
J.p. Morgan Securities LLC (MCKINNEY TX)
TX
08/17/2007 - 02/24/2015
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 05/18/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/17/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/18/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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