Jonathan R. Thomason

AGILE WEALTH PARTNERS

Brighton, MI

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CRD#: 6187569

Professional summary

Jonathan Robert Thomason, who also goes by Jon Robert Thomason, is a registered financial advisor currently at AGILE WEALTH PARTNERS located in Brighton, Michigan.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jonathan has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jon Robert Thomason

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.

Name of Outside Business:Morton Taylor Estates HOA Board; Investment Related:No; Address of Outside Business:Canton, Michigan; Nature of Outside Business:Board member/Officer; Position:Treasurer; Start Date:2/28/2018; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: Working with Property Management Co. to ensure there is proper oversight of Morton Taylor Estates Subdivision {Non-Profit Org} Home owner's Association Finances

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Robert Thomason'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 26, 2020 - Present

AGILE WEALTH PARTNERS

RIA

CRD#: 302019

Brighton, MI

Past

February 27, 2018 - October 21, 2020

TD AMERITRADE, INC.

RIA

CRD#: 7870

ANN ARBOR, MI

Past

February 26, 2018 - October 21, 2020

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

ANN ARBOR, MI

Past

February 26, 2018 - October 21, 2020

TD AMERITRADE, INC.

CRD#: 7870

ANN ARBOR, MI

Past

May 19, 2017 - February 26, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA

CRD#: 169988

SAINT LOUIS, MO

Past

December 20, 2013 - February 26, 2018

SCOTTRADE, INC.

CRD#: 8206

ANN ARBOR, MI

Past

August 20, 2013 - October 18, 2013

EDWARD JONES

RIA

CRD#: 250

DEARBORN, MI

Past

May 29, 2013 - October 18, 2013

EDWARD JONES

CRD#: 250

DEARBORN, MI

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

Michigan
(10/26/2020)

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 66

Date: 5/19/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/28/2013

General Securities Representative Examination

Current Firm

AGILE WEALTH PARTNERS

AGILE WEALTH LLC | AGILE WEALTH PARTNERS

CRD#: 302019 / SEC#:

Michigan

Registered Investment Advisory firm - (4/23/2019 Approved)

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Contact information

Main Address

Northville, MI

Mailing Address

Phone number

(313) 443-0067

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	100
AUM (Assets Under Management)	$ 26,050,000

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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Firm Stability Insights

Jonathan R. Thomason

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

AGILE WEALTH PARTNERS

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

SCOTTRADE INVESTMENT MANAGEMENT

SCOTTRADE, INC.

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 5/19/2017

SIE

Date: 10/1/2018

Series 7

Date: 5/28/2013

Current Firm

AGILE WEALTH PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AGILE WEALTH PARTNERS

TRUST BUT VERIFY

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