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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 Thomas is a financial advisor with over 25 years of experience in the industry. Currently, Jeffrey Thomas is an investment advisor representative for Cambridge Investment Research Advisors, Inc., working out of the Johns Creek, GA office. Jeffrey Thomas is registered with FINRA and the state of Georgia, as well as 17 other states. Jeffrey Thomas is also a registered investment advisor in Georgia and Texas. Jeffrey Thomas has a strong track record of success in helping individuals and families reach their financial goals. Jeffrey Thomas provides financial planning, portfolio management and pension consulting 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.
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.
Solicitation fees from 3rd party money managers
1
2
GA
06/19/2024 - Present
Cambridge Investment Research Advisors, Inc. (Johns Creek GA)
GA
10/03/2014 - 10/31/2019
TRIAD ADVISORS LLC (Peachtree Corners GA)
GA
04/26/2006 - 09/30/2014
RESOURCE HORIZONS GROUP LLC (NORCROSS GA)
FL
05/06/2004 - 05/01/2006
1ST DISCOUNT BROKERAGE, INC. (LAKE WORTH FL)
MA
03/02/2001 - 05/14/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NJ
02/19/1997 - 03/13/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 12/01/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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