Jonathan Thomas (CRD# 7471941) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Maplewood, MN and has 1 year of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Oakdale, MN | Oct 2021 - Current | 2 |
| Unemployed | Winter Park, FL | Jul 2021 - Sep 2021 | < 1 |
| Unemployed | St. Paul, MN | Aug 2020 - Jul 2021 | < 1 |
| North Star Resource Group | Minneapolis, MN | May 2020 - Aug 2020 | < 1 |
| Macalester College - Seasonal | St. Paul, MN | Aug 2016 - May 2020 | 3 |
| French Meadow Bakery And Cafe | St. Paul, MN | Jul 2018 - Sep 2018 | < 1 |
| SPA | St. Paul, MN | Aug 2015 - Jun 2016 | < 1 |
| Decatur High School | Decatur, GA | Aug 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- MN
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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