Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Batcha is an investment advisor representative with Johnson Financial Group LLC and JFG Wealth Management, LLC. Thomas has been in the industry since 2016 and has a Series 65 license. Thomas specializes in working with high-net-worth individuals, charitable organizations and pooled investment vehicles. Thomas has experience providing financial planning, portfolio management, and family office services.
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.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
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CO
07/27/2022 - Present
Johnson Financial Group LLC (DENVER CO)
IA
Issued 12/20/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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