Jonathan M. Thomas

GFG SOLUTIONS

ORLANDO, FL 32801

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CRD#: 7471941

Professional summary

Jonathan Michael Thomas is a registered financial advisor currently at GFG SOLUTIONS located in Orlando, Florida.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jonathan has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

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 Michael 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

July 1, 2026 - Present

GFG SOLUTIONS

Office #1: 150 N. Orange Street Suite 340, Orlando, FL 32801

RIA

CRD#: 331977

ORLANDO, FL

Past

August 13, 2025 - January 26, 2026

EDELMAN FINANCIAL ENGINES

RIA

CRD#: 104510

Hopkins, MN

Past

March 18, 2025 - June 4, 2025

SECURED RETIREMENT ADVISORS, LLC

RIA

CRD#: 144239

ST LOUIS PARK, MN

Past

September 13, 2023 - November 8, 2024

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

MAPLEWOOD, MN

Past

July 19, 2022 - November 8, 2024

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

OAKDALE, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GFG SOLUTIONS

GFG INVESTMENTS, LLC | GFG WEALTH, LLC | GFG SOLUTIONS

CRD#: 331977 / SEC#: 801-130954

RIA

Registered Investment Advisory firm - (9/11/2024 Approved)

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

California
(7/1/2026)

IAR

Pennsylvania
(7/1/2026)

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: 8/31/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/14/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/1/2022

Securities Industry Essentials Examination

Current Firm

GFG SOLUTIONS

GFG INVESTMENTS, LLC | GFG WEALTH, LLC | GFG SOLUTIONS

CRD#: 331977 / SEC#: 801-130954

RIA

Registered Investment Advisory firm - (9/11/2024 Approved)

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Contact information

Main Address

150 N. Orange Street Suite 340, Orlando, FL 32801

Mailing Address

Phone number

(412) 740-7930

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A - FIRM DISCLOSURE BROCHURE (7/21/2025)

Regulatory assets under management

Total Number of Accounts	666
AUM (Assets Under Management)	$ 228,602,386

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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Advisor Monitoring

Firm Stability Insights

Jonathan M. Thomas

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

EDELMAN FINANCIAL ENGINES

SECURED RETIREMENT ADVISORS, LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

GFG SOLUTIONS

State Registrations and Notice Filings

Exams

Series 66

Date: 8/31/2022

Series 7TO

Date: 7/14/2022

SIE

Date: 4/1/2022

Current Firm

GFG SOLUTIONS

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GFG SOLUTIONS

TRUST BUT VERIFY

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