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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Thomas is a registered Investment Advisor Representative with Arkos Global Advisors, LLC. Jeffrey has over 25 years of experience in the financial industry. His previous experience includes working as a Financial Advisor at Morgan Stanley and Morgan Stanley Smith Barney. Jeffrey holds the Series 63, Series 65, and Series 7 licenses. Jeffrey specializes in providing financial planning, portfolio management, and investment advisory services to individuals, corporations, and charitable organizations. Jeffrey also provides selection of other advisors services. He is based in Houston, Texas and is committed to providing his clients with personalized financial solutions.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
04/25/2017 - Present
Arkos Global Advisors, LLC (HOUSTON TX)
TX
06/01/2009 - 04/26/2017
MORGAN STANLEY (HOUSTON TX)
TX
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HOUSTON TX)
TX
03/31/2000 - 04/02/2007
MORGAN STANLEY DW INC. (HOUSTON TX)
NJ
10/13/1993 - 04/12/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 04/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/26/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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