Thomas Jon Casper
Professional Summary
Thomas Jon Casper, who also goes by Thomas Jon Casper Jr, is a registered financial advisor currently at SYNTHETICFI LLC located in Winter Park, Florida. Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Thomas has worked at 15 firms and has passed the Series 65, Series 63, Series 7 and Series 31 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Thomas Jon Casper Jr
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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.
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Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
CARTON | SYNTHETICFI LLC | SYNTHETICFI | SYNTHETIC FINANCIAL | CARTON WEALTH
Contact Information
Main Address
156 2nd St Suite 610, San Francisco, CA 94105Phone Number
(628) 800-0898# of Employees
10SEC notice filing (33 States and Territories)
Registered to provide investment advisory services in 33 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
624AUM (Assets Under Management)
$992,895,205Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
CARTON | SYNTHETICFI LLC | SYNTHETICFI | SYNTHETIC FINANCIAL | CARTON WEALTH
State Registrations and Notice Filings
(1/23/2026)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Thomas Jon Casper's CRS (Customer Relationship Summary).
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