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
Years of Experience
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Edward Jones Brokerage Details
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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.
Tre Bella Bridal
Country Fried Duck
The Shoppe Bar & Meatball Kitchen
Stoneridge Sedgefield Swim & Racquet Club
Full Time Education
Kendall Thomason has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones
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.