Joshua Gary Thomas
Investment adviser representative at Svb Wealth
17 yearsExperience
25 statesRegistered in
$3.1BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- First Citizens Investor ServicesNov 2023 to now
- Svb Wealth LLCJun 2022 to now
- Svb Investment Services IncJun 2022 to now
- Silicon Valley BankJan 2020 to Mar 2023
- Svb Wealth AdvisoryJan 2020 to Jun 2022
- Wells Fargo Clearing Services, LLCNov 2016 to Dec 2019
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 25 states (AZ, CA, CO, CT, DC, FL, GA, IL, IN, MA, MD, MN, MO, NC, NH, NJ, NV, NY, OH, PA, TX, UT, VA, VT, WA).
Svb Wealth
Legal name: Svb Wealth LLC
$3.1BAssets managed
1,101Clients
80Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2450518
- Firm CRD
- 172832