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Russell L Thomas

J.p. Morgan Securities LLC

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About Russell L Thomas

Russell L. Thomas is a financial advisor with over 12 years of experience in the industry. Russell is currently registered with J.p. Morgan Securities LLC, and previously held registrations with Bankers Life Securities, Inc., ProEquities, Inc. and Hantz Financial Services, Inc. Russell has a Series 7 and Series 66 license. Russell's firm offers a variety of financial services, including financial planning, portfolio management, pension consulting and selection of other advisors.

Firm Information

Russell Thomas is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Russell Thomas’s Registration & Firm History

MI

10/22/2024 - Present

J.p. Morgan Securities LLC (SAGINAW MI)

MI

04/20/2019 - 08/13/2022

J.P. MORGAN SECURITIES LLC (SAGINAW MI)

MI

01/15/2016 - 08/01/2017

BANKERS LIFE SECURITIES, INC. (SAGINAW MI)

MI

09/11/2015 - 02/05/2016

PROEQUITIES, INC. (SAGINAW MI)

MI

07/07/2010 - 12/24/2014

HANTZ FINANCIAL SERVICES, INC. (MIDLAND MI)

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Licenses & Designations

BOTH

Issued 09/10/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/01/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Russell L Thomas.
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