Jonathan Thomas
Investment adviser representative at Jql Wealth
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$44.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Jql Wealth LLCApr 2026 to now
- Lvw Advisors LLCJan 2020 to Apr 2026
- Mckinley Carter Wealth Services, Inc.Feb 2017 to Jan 2020
- PNC Wealth ManagementJan 2014 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (NY).
Jql Wealth
Legal name: Jql Wealth LLC
$44.9MAssets managed
21Clients
1Advisers
Under 1 yearIn 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
- 6135689
- Firm CRD
- 340496