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Gerard Thorn

31 Years of Experience
Boynton Beach, FL
Broker

Gerard Thorn is a registered investment advisor at Raymond James & Associates, INC., based in Boynton Beach, FL, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

Boynton Beach, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Gerard owns rental real estate property since 2001, which is currently occupied by a family member. He dedicates minimal time to this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
May 2021 - Present · 5 yrs 2 mos
Raymond James & Associates, INC.
May 2021 - Present · 5 yrs 2 mos
Raymond James & Associates, INC.Broker
May 2021 - Present · 5 yrs 2 mos
Previous Registrations
Morgan Stanley
February 2016 - June 2021 · 5 yrs 4 mos
Morgan StanleyBroker
January 2016 - June 2021 · 5 yrs 5 mos
Ameriprise Financial Services, INC.
October 2007 - February 2016 · 8 yrs 4 mos
Ameriprise Financial Services, INC.Broker
October 2007 - February 2016 · 8 yrs 4 mos
Janney Montgomery Scott LLC
May 2005 - October 2007 · 2 yrs 5 mos
Janney Montgomery Scott LLCBroker
January 2000 - October 2007 · 7 yrs 9 mos
Investacorp, INC.Broker
August 1997 - January 2000 · 2 yrs 5 mos
Raymond James & Associates, INC.Broker
July 1994 - August 1997 · 3 yrs 1 mo
State Registrations18 states
AZCACOFLGAILINKYLANCNJNYOHORPASCTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Gerard Thorn - Financial Advisor | TrueAdvisor