Jesse Thomas

from Pathstone
SEC regulated
Regulated Investment Advisor
Jesse Thomas is a financial advisor based in New Jersey, Englewood, with 16 years of experience. Jesse currently works for Pathstone. Jesse maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jesse Thomas works at Pathstone
Pathstone is a financial advisory firm based in Englewood, New Jersey. It currently has approximately $16,475,907,548 of assets under management and employs about 297 people. Pathstone uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
10 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and performance-based fees
Office location
10 Sterling Blvd, Suite 402, Englewood, New Jersey, 7631

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