Jordan D. Thomas
Investment adviser representative at Rwm Capital, LLC
11 yearsExperience
2 statesRegistered in
$222.4MFirm assets
6 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Roberts Wealth ManagementJan 2025 to now
- Rwm Capital, LLCJan 2025 to now
- Beau Rivage Resort & CasinoMar 2020 to Dec 2024
- Panda ExpressJan 2018 to Mar 2020
- Cotton BluesMay 2015 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (AL, MS).
Rwm Capital, LLC
$222.4MAssets managed
1,439Clients
13Advisers
6 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
- 8197623
- Firm CRD
- 310635