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JT

Jameson Obrien Thon

COLORADO FINANCIAL SERVICE

CENTENNIAL, CO

·CRD# 7015002·8 years experience

Professional Summary

Jameson Obrien Thon, who also goes by Jack Thon, is a registered financial advisor currently at COLORADO FINANCIAL SERVICE CORPORATION located in Centennial, Colorado. Jameson is registered as a RR (Registered Representative) and started their career in finance in 2018. Jameson has worked at 2 firms and has passed the Series 63, Series 50, Series 79TO, Series 7TO, Series 6TO, SIE, Series 54 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jack Thon

Blog Corner

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Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

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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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

8 years in the financial services industry

Current & Past Employments

COLORADO FINANCIAL SERVICE CORPORATION·CRD# 104343

RIA

BD

188 Inverness Drive West Suite 100, Centennial, CO 80112

May 28, 2021 - Present

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC·CRD# 20472

BD

Denver, CO

November 9, 2018 - May 4, 2021

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Current Firm

CF

COLORADO FINANCIAL SERVICE CORPORATION

COLORADO FINANCIAL SERVICE CORPORATION | TURNING POINT RETIREMENT ASSOCIATES | GIA FINANCIAL GROUP, L.L.C.

CRD#: 104343 / SEC#: 801-76716, 8-52817

RIA

Registered Investment Advisory firm - SEC (8/8/2013 Terminated)

Alaska

Registered Investment Advisory firm - SEC (5/7/2024 Approved)

Arizona

Registered Investment Advisory firm - SEC (9/25/2017 Approved)

California

Registered Investment Advisory firm - SEC (7/30/2013 Approved)

Colorado

Registered Investment Advisory firm - SEC (7/24/2013 Approved)

Florida

Registered Investment Advisory firm - SEC (4/23/2013 Approved)

Louisiana

Registered Investment Advisory firm - SEC (8/14/2023 Approved)

Maryland

Registered Investment Advisory firm - SEC (3/24/2022 Terminated)

Montana

Registered Investment Advisory firm - SEC (2/3/2017 Approved)

New Jersey

Registered Investment Advisory firm - SEC (7/29/2013 Approved)

North Carolina

Registered Investment Advisory firm - SEC (8/4/2023 Approved)

Ohio

Registered Investment Advisory firm - SEC (5/19/2017 Approved)

Oregon

Registered Investment Advisory firm - SEC (6/4/2021 Approved)

South Carolina

Registered Investment Advisory firm - SEC (1/3/2018 Approved)

Texas

Registered Investment Advisory firm - SEC (7/14/2023 Approved)

Washington

Registered Investment Advisory firm - SEC (10/12/2017 Approved)

Wyoming

Registered Investment Advisory firm - SEC (1/31/2025 Approved)

BD

Broker-Dealer Firm Regulated by FINRA (Denver district office)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

188 Inverness Drive West Ste 100, Centennial, CO 80112

Mailing Address

188 Inverness Drive West Suite 100, Centennial, CO 80112

Phone Number

(303) 962-7267

Established

Colorado since 06/13/2000

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

# of Employees

38

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

Name	Position	CRD#
COLORADO NATIONAL CORPORATION	OWNER	—
HEBERT, CHESTER JOSEPH	CHAIRMAN, CHIEF EXECUTIVE OFFICER, PRESIDENT	1678446
HEBERT, CHESTER JOSEPH	FINOP	1678446
THON, JAMESON OBRIEN	MUNICIPAL SECURITIES PRINCIPAL	7015002
THON, JAMESON OBRIEN	GENERAL SECURITIES PRINCIPAL, PRESIDENT	7015002
WOODWORTH, ADAM JAMES	OPTIONS PRINCIPAL	6952982
WOODWORTH, ADAM JAMES	CHIEF COMPLIANCE OFFICER	6952982

Regulatory Assets Under Management

Total Number of Accounts

188

AUM (Assets Under Management)

$84,056,666

Disclosures

Regulatory Event

4

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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.

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State Registrations and Notice Filings

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

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(1/2/2026)

RR

Arizona
(1/2/2026)

RR

California
(5/23/2023)

RR

Colorado
(5/28/2021)

RR

Connecticut
(1/2/2026)

RR

District of Columbia
(1/2/2026)

RR

Florida
(1/2/2026)

RR

Georgia
(1/2/2026)

RR

Hawaii
(1/2/2026)

RR

Idaho
(1/2/2026)

RR

Illinois
(1/2/2026)

RR

Indiana
(1/2/2026)

RR

Iowa
(1/2/2026)

RR

Kansas
(1/2/2026)

RR

Kentucky
(1/2/2026)

RR

Maine
(1/14/2026)

RR

Maryland
(7/23/2025)

RR

Montana
(1/2/2026)

RR

Nebraska
(1/2/2026)

RR

New Hampshire
(2/6/2024)

RR

New Jersey
(1/2/2026)

RR

New Mexico
(1/2/2026)

RR

New York
(1/2/2026)

RR

North Dakota
(1/2/2026)

RR

Ohio
(1/2/2026)

RR

Oklahoma
(1/2/2026)

RR

Oregon
(1/2/2026)

RR

Puerto Rico
(1/2/2026)

RR

South Carolina
(1/2/2026)

RR

South Dakota
(1/2/2026)

RR

Tennessee
(1/2/2026)

RR

Texas
(6/26/2024)

RR

Utah
(1/2/2026)

RR

Vermont
(1/2/2026)

RR

Virginia
(1/2/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 2018About the Series 63 exam

Series 50 — Municipal Advisor Representative Qualification Exam

Passed May 2026About the Series 50 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Sep 2025About the Series 79TO exam

Series 7TO — General Securities Representative Examination

Passed May 2022About the Series 7TO exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Nov 2018About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 54 — Municipal Advisor Principal Qualification Examination

Passed Jun 2026About the Series 54 exam

Series 24 — General Securities Principal Examination

Passed Feb 2023About the Series 24 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Jameson Obrien Thon's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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JT

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