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JT

Jonathan Thomas

JQL WEALTH
PITTSFORD, NY
Some features on this profile are disabled
CRD#: 6135689
JT

Professional summary

Jonathan Thomas is a registered financial advisor currently at JQL WEALTH located in Pittsford, New York.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jonathan has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

April 14, 2026 - Present

JQL WEALTH

RIA
CRD#: 340496
PITTSFORD, NY
Past

August 6, 2021 - April 14, 2026

LVW ADVISORS, LLC

RIA
CRD#: 159403
PITTSFORD, NY
Past

March 24, 2017 - January 21, 2020

MCKINLEY CARTER WEALTH SERVICES, INC.

RIA
CRD#: 135184
WEXFORD, PA

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
New York
(4/14/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/24/2017
Uniform Investment Adviser Law Examination

Current Firm

JW
JQL WEALTH
JQL WEALTH | JQL WEALTH LLC

CRD#: 340496 / SEC#: 801-135814

RIA
Registered Investment Advisory firm - (4/9/2026 120-Day Approval)
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Contact information

Main Address
Pittsford, NY
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/11/2026)

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.

Company Information

JQL WEALTH

CRD#: 340496Pittsford, NY

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