Best Investors Account Sign in
Inactive

Jason Howard Thomas

Jt Wealth Management

San Antonio, TX

CRD 5539296

Claim This Profile
Employer firm

Jt Wealth Management CRD 286280

$10.6M regulatory AUM 12 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Jt Wealth Management

San Antonio, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-12
CA RA APP_PEND_IARCE 2026-01-01
  • TX RA
    APPROVED
    Since 2026-05-12
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

San Antonio, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jt Wealth Management San Diego CA 10/2017 Present
Space And Naval Warfare Systems Center Pacific San Diego CA 06/2009 08/2021
  • 10/2017 → Present
    Jt Wealth Management
    San Diego, CA
  • 06/2009 → 08/2021
    Space And Naval Warfare Systems Center Pacific
    San Diego, CA
Designations
  • Certified Financial Planner
Other Names
  • Jason H Thomas

View on SEC IAPD

More in San Antonio, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor