Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Irja Thomas is a financial advisor with over 24 years of experience in the industry. Jill is currently registered with LPL Financial LLC, where she offers a range of financial services including financial planning, investment management, and retirement planning. Jill previously held positions at other well-known firms, including Cambridge Investment Research, Inc. and WFG Investments, Inc. Jill holds Series 7, 31, 63, and 65 licenses and is a Certified Financial Planner.
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.
Consulting and other non-discretionary advisory services
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.
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2
IL
01/17/2023 - Present
LPL Financial LLC (CHICAGO IL)
TX
08/01/2017 - 01/24/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Houston TX)
TX
06/08/2012 - 08/01/2017
WFG INVESTMENTS, INC. (Houston TX)
TX
04/30/2008 - 07/06/2012
HUCKIN FINANCIAL GROUP, INC. (HOUSTON TX)
TX
08/07/2001 - 04/29/2008
LPL FINANCIAL CORPORATION (HOUSTON TX)
WI
08/15/2000 - 07/12/2001
SII INVESTMENTS, INC. (APPLETON WI)
MO
07/15/1998 - 07/31/2000
UMB SCOUT BROKERAGE SERVICES, INC. (KANSAS CITY MO)
NY
12/24/1997 - 07/10/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 01/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 12/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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