John A. Thomas

FORTIS WEALTH MANAGEMENT

AMERICAN FORK, UT 84003

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CRD#: 4241246

Professional summary

John Alan Thomas, who also goes by Johnny A. Thomas, is a registered financial advisor currently at FORTIS WEALTH MANAGEMENT, LLC located in American Fork, Utah.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. John has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Johnny A. Thomas

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.

1) DIVENDO, LLC DBA PONO OUTDOORS; NON-INVESTMENT RELATED; OWNER; RENT OUTDOORS EQUIPMENT; 10 HOURS PER MONTH; 10 HOURS PER MONTH DURING TRADING HOURS 2) TOTAL FINANCIAL HEALTH, LLC; INVESTMENT RELATED; 12 W 100 N ST., SUITE 202-D, AMERICAN FORK, UT 84003; MORTGAGE BROKER; 100 - 110 HOURS PER MONTH; 80 HOURS PER MONTH DURING TRADING HOURS. 3) INSURANCE AGENT; INVESTMENT RELATED; SAME OFFICE ADDRESS; INSURANCE SALES; 5-10 HOURS PER MONTH; 5-10 HOURS PER MONTH DURING TRADING HOURS. 4) VANDELAY INDUSTRIES; NON-INVESTMENT RELATED; SAME OFFICE ADDRESS; INDIRECT OWNER; 5 -10 HOURS PER MONTH, 5-10 DURING TRADING HOURS; PRODUCES AND MANUFACTURES WIND TURBINES. 5) VANTANA TEK; NON-INVESTMENT RELATED; SAME OFFICE ADDRESS; INDIRECT OWNER; 5-10 HOURS PER MONTH, 5-10 DURING TRADING HOURS; RENEWABLE ENERGY COMPANY. 6) I AM ALSO AFFILIATED WITH THE FOLLOWING COMPANIES WHERE I AM EITHER A DIRECT OR INDIRECT OWNER: ROOSTERFISH, LLC; DIVENDO, LLC DBA THE HIPPIE MOMMA; VENTANA IP, LLC A HOLDING COMPANY FOR A PATENT TRADEMARK; ZAMBUSA, LLC; AMERICONGO, LLC; AKINITA, LLC, MONEDA, LLC; AND EVENFLOW, LLC. I CURRENTLY DO NOT ACTIVELY DEVOTE ANY TIME TO THESE OTHER BUSINESS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Alan Thomas's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 7, 2022 - Present

FORTIS WEALTH MANAGEMENT, LLC

Office #1: 12 W 100 N Suite 201a, American Fork, UT 84003

RIA

CRD#: 322409

AMERICAN FORK, UT

Past

April 26, 2022 - February 7, 2023

FOXSTONE FINANCIAL

RIA

CRD#: 284268

AMERICAN FORK, UT

Past

February 19, 2016 - May 17, 2022

CG ADVISORY SERVICES

RIA

CRD#: 110929

American Fork, UT

Past

October 29, 2013 - February 12, 2016

ALLEGIS INVESTMENT ADVISORS, LLC

RIA

CRD#: 157314

AMERICAN FORK, UT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(10/7/2022)

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

State Security Law Exam

IAR

Series 65

Date: 10/28/2013

Uniform Investment Adviser Law Examination

Current Firm

FORTIS WEALTH MANAGEMENT, LLC

CRD#: 322409 / SEC#:

Utah

Registered Investment Advisory firm - (10/7/2022 Approved)

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Contact information

Main Address

12 W 100 N Suite 201a, American Fork, UT 84003

Mailing Address

Phone number

(801) 341-9590

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	101
AUM (Assets Under Management)	$ 6,348,831

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.

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John A. Thomas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Alan Thomas's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORTIS WEALTH MANAGEMENT, LLC

FOXSTONE FINANCIAL

CG ADVISORY SERVICES

ALLEGIS INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/28/2013

Current Firm

FORTIS WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FORTIS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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