Kendall
Thomason

Edward Jones

CRD#6899049
Investment Advisor
in Hillsborough, NC

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About this Advisor

Kendall Thomason is an investment advisor in Hillsborough, North Carolina. Currently a registered advisor at Edward Jones, they have accumulated 12 years of work experience. Thomason holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Thomason is able to act as a financial advisor based out of North Carolina. Over the course of their career, Thomason has held roles at Edward Jones, Stoneridge Sedgefield Swim & Racquet Club, Full Time Education, Carolina Club, Country Fried Duck, The Shoppe Bar & Meatball Kitchen, Goose Hospitality, Rivers Agency, Tre Bella Bridal and Tru Deli. Edward Jones is headquartered in Hillsborough, North Carolina, and has 14,439 additional brick-and-mortar locations in the United States. In aggregate, Edward Jones oversees $423 billion in assets covering 3,336,586 accounts and employs more than 25,919 people. The firm's total assets under management makes it one of the biggest firms in the United States. The firm manages 1,067,474 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 10% of the advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Edward Jones can offer portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

310 Millstone Drive Suite 2
Hillsborough, NC 27278

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

NC Average: $11,469,110,461
Total Number of Employees

25,919

NC Average: 458
Total Number of Accounts

3,336,586

NC Average: 33,415
Average Account Size

$126,847

NC Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Kendall Thomason Work History

Kendall has 12 years of experience.

2018 - Present (3 years)

Edward Jones

2017 - 2017 (< 1 year)

Rivers Agency

2017 - 2018 (1 year)

Tre Bella Bridal

2017 - 2018 (1 year)

Tru Deli

2016 - 2017 (1 year)

Country Fried Duck

2016 - 2016 (< 1 year)

The Shoppe Bar & Meatball Kitchen

2016 - 2017 (1 year)

Goose Hospitality

2014 - 2016 (2 years)

Carolina Club

2013 - 2013 (< 1 year)

Stoneridge Sedgefield Swim & Racquet Club

2008 - 2017 (9 years)

Full Time Education

Disclosures

Kendall Thomason has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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