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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 Thomason is an investment advisor representative who has been in the financial services industry since 2008. Jeffrey is currently registered with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC in Missouri and Texas. Jeffrey is a Series 66, Series 10, Series 9, Series 3 and Series 7 licensed professional. Jeffrey Thomason provides investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors and portfolio management for businesses and individuals. Jeffrey is a representative of Wells Fargo Advisors Financial Network, LLC and has experience working with insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses and individuals other than high-net-worth.
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.
Investment consulting services to institutional clients
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.
1
2
IL
10/10/2024 - Present
Wells Fargo Advisors Financial Network, LLC (EDWARDSVILLE IL)
MO
03/12/2008 - 05/19/2011
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
BOTH
Issued 06/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/24/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2011
Series 3 - National Commodity Futures Examination
BC
Issued 03/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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