Jonathan Robert 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jon Robert Thomason
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Videos & Posts
This advisor has not added any videos or posts yet.
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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 on record.
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Years of Experience
13 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
AGILE WEALTH LLC | AGILE WEALTH PARTNERS
Contact Information
Main Address
114 Rayson St. Suite #2c, Northville, MI 48167Phone Number
(313) 443-0067# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
126AUM (Assets Under Management)
$32,050,000Similar 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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State Registrations and Notice Filings
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 Jonathan Robert Thomason's CRS (Customer Relationship Summary).
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