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Jeffrey Tal Thomas

Moomoo Financial Inc.

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About Jeffrey Tal Thomas

Jeffrey Tal Thomas is a financial professional with over 10 years of experience in the industry. Jeffrey is currently registered with Moomoo Financial Inc. and Futu Clearing Inc. in Texas and Nebraska. Jeffrey has held previous positions with Charles Schwab & Co., Inc., TradeStation Securities, Inc., TD Ameritrade Clearing, Inc., COR CLEARING LLC, and First Titan Financial Corp.

Firm Information

Jeffrey Thomas is currently registered with Moomoo Financial Inc.. Moomoo Financial Inc. is a Corporation that was formed on December 17, 2015. It is registered in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

33

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.

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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Jeffrey Thomas’s Registration & Firm History

NJ

12/13/2022 - Present

Moomoo Financial Inc. (JERSEY CITY NJ)

TX

01/09/2022 - 12/16/2022

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

FL

06/21/2021 - 10/25/2021

TRADESTATION SECURITIES, INC. (PLANTATION FL)

NE

05/29/2013 - 06/08/2021

TD AMERITRADE CLEARING, INC. (OMAHA NE)

NE

01/07/2013 - 04/19/2013

COR CLEARING LLC (OMAHA NE)

TX

01/01/1997 - 04/07/1997

FIRST TITAN FINANCIAL CORP. (ARLINGTON TX)

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Licenses & Designations

BC

Issued 09/12/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/13/2014

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/04/2013

Series 7 - General Securities Representative Examination

BC

Issued 02/21/1997

Series 3 - National Commodity Futures Examination

BC

Issued 12/26/1996

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Tal Thomas.
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