Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Auld Jewett is a financial advisor with over 30 years of experience in the industry. Thomas has been registered with Raymond James & Associates, Inc. since 2014, and has previously held positions at Duncan-Williams, Inc., Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., McDonald Investments Inc., and American Express Financial Advisors Inc. Thomas holds a variety of licenses, including Series 3, 7, 9, 10, 63, and 65, and specializes in providing financial planning, investment management, and pension consulting services to individuals, businesses, and institutions. Thomas is a member of the Treasure Cay Community Foundation, where he serves as Treasurer and Board Member.
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.
Please see note in schedule d - miscellaneous
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
OH
03/28/2014 - Present
Raymond James & Associates, Inc. (FAIRLAWN OH)
OH
08/05/2011 - 03/31/2014
DUNCAN-WILLIAMS, INC. (FAIRLAWN OH)
OH
01/01/2008 - 08/08/2011
WELLS FARGO ADVISORS, LLC (AKRON OH)
OH
11/01/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FAIRLAWN OH)
OH
11/18/1991 - 11/05/2002
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MN
04/23/1986 - 11/19/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BC
Issued 07/05/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/02/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2005
Series 3 - National Commodity Futures Examination
BC
Issued 06/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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