Jennifer Thomas
Investment adviser representative at Tri-ad Capital Management I, LLC
22 yearsExperience
2 statesRegistered in
$619MFirm assets
3 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.
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Tri-ad Capital Management I, LLCFeb 2023 to now
- Tri-ad Capital Management, IncSep 2004 to Feb 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (AZ, CA).
Tri-ad Capital Management I, LLC
$619MAssets managed
43Clients
2Advisers
3 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
- 6006899
- Firm CRD
- 324364