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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Newbold is a registered investment advisor representative with Brighton Jones LLC. Thomas has been in the industry since 2011, and has held various positions at J.P. Morgan Securities LLC and Chase Investment Services Corp. Thomas holds the Series 6, 7, 63 and 65 licenses. Thomas is a licensed advisor in Arizona and Texas, and has experience working with high net worth individuals, charitable organizations, pension and profit sharing plans, and pooled investment vehicles. Thomas specializes in financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
10/22/2020 - Present
Brighton Jones LLC (SEATTLE WA)
AZ
02/18/2013 - 06/25/2018
J.P. MORGAN SECURITIES LLC (SCOTTSDALE AZ)
AZ
10/01/2012 - 01/07/2013
J.P. MORGAN SECURITIES LLC (SCOTTSDALE AZ)
AZ
11/07/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)
IA
Issued 09/17/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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