Jeffrey Thomas
Jeffrey Thomas is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Johns Creek, GA, with 29 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
6470 East Johns Crossing, Ste. 450, Johns Creek, GA, 30097
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an advisory representative of a RIA, an independent insurance agent for various companies, and CEO of J & N Thomas Inc. He is also a principal at Advisory South, a member and manager of AdvisorySouth Johns Creek LLC, and a consultant for insurance and annuities.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Triad Advisors, LLC
Triad Advisors LLCBroker
Resource Horizons Investment Advisory, INC.
Resource Horizons Group, L.L.C.
Resource Horizons Group LLCBroker
1st Discount Brokerage, INC.Broker
1st Discount Brokerage, INC.
MML Investors Services, INC.
MML Investors Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations25 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.