Jeffrey
Thomas
Swan Global Investments, LLC
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About this Advisor
Jeffrey Thomas is a financial advisor based in Milton, Massachusetts, working with Swan Global Investments, LLC. Jeffrey has previously held positions at Foreside Fund Services, LLC, Swan Global Investments, LLC, Northern Lights Distributors, LLC, Wbi Investments, Quasar Distributors, LLC, Sammons Financial Network, LLC, and Sammons Retirement Solutions. Jeffrey has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado. Currently, Jeffrey is part of Swan Global Investments, LLC, which operates out of Milton, Massachusetts. The firm has 18 employees and manages assets totaling $2.1 billion. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Swan Global Investments, LLC includes asset-based fees.
Certifications and Registrations
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Swan Global Investments, LLC Brokerage Details
$2,105,953,989
18
2,483
$848,149
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Jeffrey Thomas Work History
Northern Lights Distributors, LLC
Swan Global Investments, LLC
Sammons Financial Network, LLC
Sammons Retirement Solutions
Foreside Fund Services, LLC
Swan Global Investments, LLC
Northern Lights Distributors, LLC
Wbi Investments
Quasar Distributors, LLC
Disclosures
Please visit the SEC profile of Jeffrey Thomas 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 Swan Global Investments, LLC
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Durango, CO
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Portland, MI
Durango, CO
Milton, MA
Littleton, CO
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