FIND A JQL WEALTH FINANCIAL ADVISOR NEAR ME
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CRD#: 340496
RIA
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for JQL WEALTH Comes From
Understanding the Statistics for JQL WEALTH and How They Compare to Other Firms Through Our Analysis
Average Account Value
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HNWI
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Breakdown of Assets Under Management
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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HNWI
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Firm Disclosures
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FIRM INFORMATION
Main Address
Pittsford, NY
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
Part 2 Brochures
ADV PART 2A (3/11/2026)
DIRECT OWNERS & EXECUTIVE OFFICERS
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The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at JQL WEALTH
JT
Jonathan Thomas
IAR
CRD#: 6135689
Location:
Pittsford, NY
Company:
JQL WEALTH
Disclosures:
Experience:
9 years
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