Tom M. Thomas

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 11/2025 → Present
  Jpmorgan Chase Bank, N.A.
  State College, PA
• 11/2025 → Present
  J.P. Morgan Securities Llc
  State College, PA
• 07/2024 → 11/2025
  Fair Winds Wealth Strategies
  Duncansville, PA
• 07/2024 → 11/2025
  Wells Fargo Advisors Financial Network, Llc
  Duncansville, PA
• 09/2021 → 07/2024
  Edward Jones
  Saint Petersburg, FL
• 12/2014 → 08/2021
  Wells Fargo Na
  Sarasota, FL

Previous Registrations

• 2024-08-14 → 2025-11-19
  Wells Fargo Advisors Financial Network, Llc
  Duncansville, PA
• 2021-09-28 → 2024-07-26
  Edward Jones
  St Louis, MO
  Venice, FL
  St Petersburg, FL
  Saint Petersburg, FL
  St Louis, MO
  State College, PA
• 2015-10-27 → 2021-08-26
  Wells Fargo Clearing Services, Llc
  Dover, DE
  Exton, PA
  Radnor, PA
  Sarasota, FL
  North Port, FL

Exams

• S66 Uniform Combined State Law Examination
  2015-10-14
• S63 Uniform Securities Agent State Law Examination
  2000-01-11

Other Names

• Tom M Thomas
• Tom M Thomas
• Tom M. Thomas
• Tom Mannoor Thomas
• Tom M Thomas
• Tom Thomas