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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Thoms is an investment advisor representative in Dubuque, IA. Jon is registered with Avantax Planning Partners, Inc. and previously was registered with PROEQUITIES, INC.. Jon has been in the securities industry since January 4, 2014. Jon holds the SIE, Series 7 and Series 66 securities licenses and is a registered investment advisor representative in Iowa. Jon's office address is 2345 JFK Road, Dubuque, IA 52002.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IA
05/29/2014 - Present
Avantax Planning Partners, Inc. (Dubuque IA)
IA
01/04/2014 - 10/01/2020
PROEQUITIES, INC. (DAVENPORT IA)
BOTH
Issued 05/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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