RT
CFP
RT
CFP

Ryan Thomas

17 Years of Experience
Indianapolis, IN
Broker

Ryan Thomas is a CFP-designated registered investment advisor at Edward Jones, based in Indianapolis, IN, with 17 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

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Ryan Thomas

Location

7364 E Washington Street, Indianapolis, IN, 46219

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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

Ryan is a co-owner of RJT Properties, LLC, focused on rehabilitating property, and a minority member of RJCE Properties, LLC, a real estate holding company. These activities are passive and do not require significant time commitment.

Employment History
Current Registrations
Edward Jones
February 2009 - Present · 17 yrs 8 mos
Edward JonesBroker
January 2009 - Present · 17 yrs 9 mos
State Registrations21 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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Ryan Thomas