Scott Goodwin Thomas
ChFC®Professional Summary
Scott Goodwin Thomas, ChFC®, who also goes by Scott Godwin Thomas, is a registered financial advisor currently at STEWARDSHIP MATTERS located in Maitland, Florida. Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Scott has worked at 9 firms and has passed the Series 63, Series 7, Series 6, Series 24 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Scott Godwin Thomas
Similar Advisors
FINALIS SECURITIES LLC
J.P. MORGAN SECURITIES LLC
ELEMENT SQUARED PRIVATE WEALTH
J.P. MORGAN SECURITIES LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
FINALIS SECURITIES LLC
J.P. MORGAN SECURITIES LLC
ELEMENT SQUARED PRIVATE WEALTH
J.P. MORGAN SECURITIES LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
FINALIS SECURITIES LLC
J.P. MORGAN SECURITIES LLC
ELEMENT SQUARED PRIVATE WEALTH
J.P. MORGAN SECURITIES LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
FINALIS SECURITIES LLC
J.P. MORGAN SECURITIES LLC
ELEMENT SQUARED PRIVATE WEALTH
J.P. MORGAN SECURITIES LLC
Credentials
Years of Experience
40 years in the financial services industry
Current & Past Employments
Similar Advisors
FINALIS SECURITIES LLC
J.P. MORGAN SECURITIES LLC
ELEMENT SQUARED PRIVATE WEALTH
J.P. MORGAN SECURITIES LLC
Current Firm
STEWARDSHIP MATTERS | THE FINANCIAL FARMER, INC. | STEWARDSHIP MATTERS, INC.
Contact Information
Main Address
511 N. Maitland Avenue, Maitland, FL 32751Phone Number
(407) 644-9411# of Employees
1Documents
Similar Advisors
FINALIS SECURITIES LLC
J.P. MORGAN SECURITIES LLC
ELEMENT SQUARED PRIVATE WEALTH
J.P. MORGAN SECURITIES LLC
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
FINALIS SECURITIES LLC
J.P. MORGAN SECURITIES LLC
ELEMENT SQUARED PRIVATE WEALTH
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
(2/9/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 1986About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Nov 1994About the Series 26 examSimilar Advisors
FINALIS SECURITIES LLC
J.P. MORGAN SECURITIES LLC
ELEMENT SQUARED PRIVATE WEALTH
J.P. MORGAN SECURITIES LLC
CRS (Client Relationship Summary) - RIA
Click below to view Scott Goodwin Thomas's CRS (Customer Relationship Summary).
Similar Advisors
FINALIS SECURITIES LLC
J.P. MORGAN SECURITIES LLC
ELEMENT SQUARED PRIVATE WEALTH
J.P. MORGAN SECURITIES LLC
