Jeffrey Thomas
Jeffrey Thomas is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Dallas, TX, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
15150 Preston Rd, Suite 300, Dallas, TX, 75248
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2011Other Business Activities
Jeffrey is an officer (Treasurer and Board Member) of the Araglin Court Homeowners Association since 2022. He attends board meetings and votes on landscaping and other items, dedicating minimal time to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Robert Thomas Securities, INCBroker
State Registrations14 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.