Carly Jeavons Thoma
Investment adviser representative at Root Financial Partners
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.1BFirm 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 assetsHourlyFixed 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
11 years in the industry.
- Root Financial PartnersOct 2023 to now
- Crux Wealth AdvisorsJun 2021 to Oct 2023
- Raymond James Financial Services Advisors, Inc.Jun 2021 to Oct 2023
- Raymond James Financial Services, Inc.Jun 2021 to Oct 2023
- Integrated Wealth Concepts, LLCMar 2021 to Jun 2021
- Level Four Advisory Services, LLCOct 2020 to Jun 2021
- LPL Financial LLCAug 2020 to Jun 2021
- Patriot Wealth ManagementNov 2018 to Oct 2020
- Madrid Financial ServicesSep 2016 to Sep 2018
- LPL Financial, LLCDec 2015 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
Root Financial Partners
Legal name: Root Financial Partners, LLC
$2.1BAssets managed
858Clients
64Advisers
4 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
- 6597513
- Firm CRD
- 290289