Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Trent Thomas is a financial advisor with Morgan Stanley. John has been in the financial industry since April 1995 and has worked with Morgan Stanley since June 2009. John is registered with the Securities and Exchange Commission and the state of Idaho. John is also registered as an investment advisor representative with Morgan Stanley in Texas. John specializes in providing asset allocation advice, financial planning, and pension consulting services to individuals and institutions. John is also experienced in portfolio management, working with high-net-worth individuals, insurance companies, investment companies, charitable organizations, banking and thrift institutions, pension and profit-sharing plans, and corporations. John is committed to helping clients reach their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
ID
06/01/2009 - Present
Morgan Stanley (Boise ID)
ID
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOISE ID)
ID
04/19/1995 - 04/02/2007
MORGAN STANLEY DW INC. (BOISE ID)
IA
Issued 06/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 04/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure John Thomas is the right advisor for you? Invested Better is here to help.
