John
Thomson

Securities America Advisors, Inc

CRD#2246197
Investment Advisor
in Port Jefferson Station, NY

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About this Advisor

John Thomson is a financial advisor who works in Port Jefferson Station, New York with 2 years of industry experience. Thomson currently works for Securities America Advisors, Inc. The advisor has gained experience at Metropolitan Life Insurance Company, Msi Financial Services, Mass Mutual Life Insurance Company, Axa Advisors, LLC, Securities America Advisors and Securities America Inc. Thomson maintains a Series 63 license, certifying them as a securities representative, and can work in New York. Securities America Advisors, Inc is an advisory firm that has its headquarters in La Vista, NE. The company has offices in 1,469 locations and a total of 3,748 financial advisors. It handles $38 billion in total assets among its 200,228 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves five charities and foundations. Of its 200,228 accounts, just 5% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management usually vary depending on the services. Fees charged by Securities America Advisors, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

2 years

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

106 Crystal Brook Hollow Rd
Port Jefferson Station, NY 11776

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$38,163,842,160

NY Average: $1,978,216,465
Total Number of Employees

3,748

NY Average: 226
Total Number of Accounts

200,228

NY Average: 7,467
Average Account Size

$190,602

NY Average: $264,928

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

John Thomson Work History

John has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Securities America Advisors

2020 - Present (4 years)

Securities America Inc

2017 - 2020 (3 years)

Axa Advisors, LLC

2016 - 2017 (1 year)

Mass Mutual Life Insurance Company

1990 - 2016 (26 years)

Metropolitan Life Insurance Company

1990 - 2017 (27 years)

Msi Financial Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Thomson 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 Securities America Advisors, Inc

Wesley Brown
La Vista, NE
Hugh Carter
Richmond, VA
Mark Hansen
San Jose, CA
Derek Bohne
Midvale, UT
Denis Conlon
Orland Park, IL
Neil Daley
Bristol, CT
John Weekly
Omaha, NE
Seth Wilson
Fresno, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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