Thomas
Jones

Lpl Financial LLC

CRD#7548093
Investment Advisor
in Gurnee, IL

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About this Advisor

Thomas Jones is a financial advisor based in Gurnee, Illinois, working with Lpl Financial LLC. Thomas has previously held positions at Wells Fargo Clearing Services, LLC, Wells Fargo Bank, Na, Vip Kid, Dvinci Energy, Tenaris Hydril, Southern New Hampshire University, Wyoming Casing Service, Lpl Financial LLC, and Abbott Laboratories. Thomas has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Texas. Currently, Thomas is part of Lpl Financial LLC, which operates out of Gurnee, Illinois. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

325 Tri State Pkwy
Gurnee, IL 60031-5280

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

IL Average: $646,059,043
Total Number of Employees

35,841

IL Average: 13
Total Number of Accounts

1,910,545

IL Average: 661
Average Account Size

$242,588

IL Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Thomas Jones Work History

2022 - Present (3 years)

Lpl Financial LLC

2022 - Present (3 years)

Abbott Laboratories

2022 - 2022 (< 1 year)

Wells Fargo Clearing Services, LLC

2021 - 2022 (1 year)

Wells Fargo Bank, Na

2021 - 2021 (< 1 year)

Vip Kid

2021 - 2021 (< 1 year)

Dvinci Energy

2018 - 2019 (1 year)

Tenaris Hydril

2017 - 2018 (1 year)

Southern New Hampshire University

2011 - 2017 (6 years)

Wyoming Casing Service

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Thomas Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Sima Alefi
San Diego, CA
Michael Raymond
North Haven, CT
John Dardis
Metairie, LA
Iliana Kline
San Diego, CA
George Merrill
Holmdel, NJ
Marshall Marraccini
Van Wert, OH
Carol Larson
Tucson, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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