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Jessica Dawn Thom

Investment adviser representative at Bankers Life Advisory Services, Inc.
17 yearsExperience
2 statesRegistered in
$2.5BFirm assets
10 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 assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

17 years in the industry.

  1. Bankers Life Advisory Services, Inc.Mar 2026 to now
  2. Bankers Life AdvisoryMar 2026 to now
  3. Bankers Life SecuritiesNov 2025 to now
  4. Bankers Life and CasualtyApr 2023 to now
  5. ShiptAug 2022 to Mar 2023
  6. Amerifirst Home MortgageJun 2019 to Feb 2023
  7. Branch GymnasticsDec 2009 to Jun 2019

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (IN, MI).

Bankers Life Advisory Services, Inc.

$2.5BAssets managed
14,314Clients
533Advisers
10 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
8166647
Firm CRD
281285
Advisor's SEC record (opens in a new tab)
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