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Jeffrey Steven Thomas

Packerland Brokerage Services, Inc.

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About Jeffrey Steven Thomas

Jeffrey Steven Thomas is an investment advisor representative registered with Packerland Brokerage Services, Inc.. Jeffrey has been in the industry since May 2019. He specializes in the following areas: Portfolio Management for Individuals, Financial Planning, Pension Consulting, Educational Seminars, and Selection of Other Advisors. Jeffrey has earned the Series 7TO, SIE, and Series 66 licenses. Jeffrey holds active registrations in Arizona, California, Florida, Georgia, Indiana, North Carolina, Ohio, South Carolina, Tennessee, and Texas.

Firm Information

Jeffrey Thomas is currently registered with Packerland Brokerage Services, Inc.. Packerland Brokerage Services, Inc. is a corporation based in GREEN BAY, WI, formed in 1994. The firm provides investment advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. Packerland Brokerage Services, Inc. also offers financial planning, pension consulting, and educational seminars. The firm has approximately $854,243,663 in regulatory assets under management and has offices in 51 states plus the District of Columbia.
Packerland Brokerage Services, Inc.

432 SECURITY BLVD.

GREEN BAY, WI 54313-9709

$854.24M

Assets Under Management

16

Total Clients

240

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Thomas’s Registration & Firm History

NC

02/27/2023 - Present

Packerland Brokerage Services, Inc. (GASTONIA NC)

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Licenses & Designations

BOTH

Issued 08/28/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/21/2019

Series 7TO - General Securities Representative Examination

BC

Issued 02/15/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Steven Thomas.
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