Thomas Wilson
Thomas Wilson is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in Mansfield, OH, with 38 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.
Location
40 Park Avenue West, Mansfield, OH, 44902-1603
Get directionsHistory
Regulatory History (4)
Customer Dispute
June 2005Customer Dispute
April 2005Employment Separation After Allegations
April 2005Customer Dispute
November 2002Other Business Activities
Thomas is the trustee of the Wilson Charitable Remainder Trust. His sister, Caroline L. Wilson, was the grantor of the trust.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Wheat, First Securities, INC.Broker
Butcher & Singer INC.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.