Jonathan R. Thomason
Professional summary
Jonathan Robert Thomason, who also goes by Jon Robert Thomason, is a registered financial advisor currently at AGILE WEALTH PARTNERS located in Northville, 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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Robert Thomason's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 26, 2020 - Present
AGILE WEALTH PARTNERS
Office #1: 114 Rayson St. Suite #2c, Northville, MI 48167February 27, 2018 - October 21, 2020
TD AMERITRADE, INC.
February 26, 2018 - October 21, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
February 26, 2018 - October 21, 2020
TD AMERITRADE, INC.
May 19, 2017 - February 26, 2018
SCOTTRADE INVESTMENT MANAGEMENT
December 20, 2013 - February 26, 2018
SCOTTRADE, INC.
August 20, 2013 - October 18, 2013
EDWARD JONES
May 29, 2013 - October 18, 2013
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/26/2020)
Exams
Current Firm
AGILE WEALTH PARTNERS
CRD#: 302019 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 126 |
| AUM (Assets Under Management) | $ 32,050,000 |
Red Flags
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