Jonathan Michael Thomson
Investment adviser representative at Edward Jones
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1TFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Edward JonesApr 2025 to now
- SelfAug 2005 to now
- First Pacific FinancialJun 2020 to Apr 2025
- U.S. Bancorp InvestmentsJul 2019 to Jun 2020
- Ameriprise Financial Services IncAug 2018 to Jul 2019
- Pascale Music InstituteMay 2016 to Jul 2018
- Mosaic MusicJul 2015 to Jul 2018
- Azusa Pacific UniversitySep 2009 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 6951842
- Firm CRD
- 250