Jennifer J. Thomas
Professional summary
Jennifer Jones Thomas, CFP®, who also goes by Jennifer Lynn Jones, is a registered financial advisor currently at HENSSLER FINANCIAL located in Kennesaw, Georgia.
Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Jennifer has worked at 6 firms and has passed the Series 63, Series 65, SIE, Series 6, Series 7, Series 8, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Jones Thomas's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2005
Experience
April 7, 2003 - Present
HENSSLER FINANCIAL
Office #1: 3735 Cherokee Street, Kennesaw, GA 30144June 13, 2005 - May 24, 2019
ALPS DISTRIBUTORS, INC.
August 20, 2002 - May 20, 2005
CITCO MUTUAL FUND DISTRIBUTORS, INC.
October 7, 1998 - July 12, 2002
INCAP SECURITIES, INC.
October 31, 1990 - September 15, 1994
CHARLES SCHWAB & CO., INC.
April 29, 1986 - August 10, 1990
PFS INVESTMENTS INC.
Primary Firm SEC Registration
HENSSLER FINANCIAL
CRD#: 104545 / SEC#: 801-37240
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/7/2003)
(4/18/2006)
Exams
Series 8
Date: 1/22/1993
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
HENSSLER FINANCIAL
CRD#: 104545 / SEC#: 801-37240
Contact information
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,230 |
| AUM (Assets Under Management) | $ 3,403,216,968 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/22/2025 | ||
| 08/29/2024 | ||
| 07/31/2023 | ||
| 10/28/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
