John Alan Thomas

Employer firm

Fortis Wealth Management, LLC CRD 322409

$7.33M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2003 → Present
  Total Financial Health, Llc
  Pleasant Grove, UT
• 10/2017 → Present
  Fortis Wealth Management, Llc
  American Fork, UT
• 04/2022 → 01/2023
  Foxstone Financial
  Centennial, CO
• 02/2016 → 04/2022
  Cg Advisory Services
  Haslett, MI
• 10/2022 → Present
  Fortis Wealth Management, Llc
  American Fork, UT

Previous Registrations

• 2022-04-26 → 2023-02-07
  Foxstone Financial
  American Fork, UT
  Lone Tree, CO
• 2016-02-19 → 2022-05-17
  Cg Advisory Services
  American Fork, UT
  Williamston, MI
• 2013-10-29 → 2016-02-12
  Allegis Investment Advisors, Llc
  Pleasant Grove, UT
  Idaho Falls, ID
  Pleasant Grove, UT
  American Fork, UT

Other Businesses

1) DIVENDO, LLC DBA PONO OUTDOORS; NON-INVESTMENT RELATED; OWNER; RENT OUTDOORS EQUIPMENT; 10 HOURS PER MONTH; 10 HOURS PER MONTH DURING TRADING HOURS 2) TOTAL FINANCIAL HEALTH, LLC; INVESTMENT RELATED; 12 W 100 N ST., SUITE 202-D, AMERICAN FORK, UT 84003; MORTGAGE BROKER; 100 - 110 HOURS PER MONTH; 80 HOURS PER MONTH DURING TRADING HOURS. 3) INSURANCE AGENT; INVESTMENT RELATED; SAME OFFICE ADDRESS; INSURANCE SALES; 5-10 HOURS PER MONTH; 5-10 HOURS PER MONTH DURING TRADING HOURS. 4) VANDELAY INDUSTRIES; NON-INVESTMENT RELATED; SAME OFFICE ADDRESS; INDIRECT OWNER; 5 -10 HOURS PER MONTH, 5-10 DURING TRADING HOURS; PRODUCES AND MANUFACTURES WIND TURBINES. 5) VANTANA TEK; NON-INVESTMENT RELATED; SAME OFFICE ADDRESS; INDIRECT OWNER; 5-10 HOURS PER MONTH, 5-10 DURING TRADING HOURS; RENEWABLE ENERGY COMPANY. 6) UNIVERSAL ENERGY, INC.; NON-INVESTMENT RELATED; SAME OFFICE ADDRESS; MAJORITY SHAREHOLDER; 5-10 HOURS PERMONTH, 5-10 DURING TRADING HOURS; RENEWABLE ENERGY COMPANY. 7) I AM ALSO AFFILIATED WITH THE FOLLOWING COMPANIES WHERE I AM EITHER A DIRECT OR INDIRECT OWNER: ROOSTERFISH, LLC; DIVENDO, LLC DBA THE HIPPIE MOMMA; VENTANA IP, LLC A HOLDING COMPANY FOR A PATENT TRADEMARK; ZAMBUSA, LLC; AMERICONGO, LLC; AKINITA, LLC, MONEDA, LLC; AND EVENFLOW, LLC. I CURRENTLY DO NOT ACTIVELY DEVOTE ANY TIME TO THESE OTHER BUSINESS

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-10-28

Other Names

• Johnny A. Thomas