Jon F Thoms

Current Employers

Employment History

• 08/1998 → Present
  Honkamp Krueger
  Clinton, IA
• 08/2013 → 09/2020
  Proequities Inc
  Clinton, IA
• 05/2014 → Present
  Honkamp Krueger Financial Services
  Dubuque, IA

Previous Registrations

• 2014-05-27 → 2014-11-11
  Concourse Financial Group Securities, Inc.
  Clinton, IA
  Dubuque, IA
  Davenport, IA

Other Businesses

HONKAMP KRUEGER & CO PC 908 W 35th St, Davenport IA 52806; NON-INVES RELATED FULL SERVICE PUBLIC ACCt & CONSUlt; CPA/PARTNER 08/1998; 160+ HRS PER MO; MOST ALL OF MY HOURS ARE DURING TRADING HRS; PARTNER AND MANAGER OF OFFICE//HONKAMP KRUEGER FIN. Svs, INC. INVESTMENT RELATED; 908 W 35th St, Davenport, IA 52806 FINANCIAL SERVICES CO PROVIDING BROKERAGE, INS, MONEY MNGMT AND RETIREMENT PLANNING SERVICES; PARTNER 08/1998 4 HRS PER MO ALL 4 HOURS DURING TRADING HOURS PARTNER/DIRECTOR NO DIRECT MANAGEMENT RESPONSIBILITIES HKFS BUILDING LLC; NON-INVT RELATED;908 W 35th St, Davenport, IA 52806; REAL ESTATE HOLDING COMPANY; PARTNER, 01/2011; 1 HR PER MO; NO HOURS DURING TRADING HOURS; PARTNER, NO DIRECT MANAGEMENT RESPONSIBILITIES.//LAW BUILDING CO. NON-INVESTMENT RELATED; 908 W 35th St, Davenport, IA 52806 REAL ESTATE HOLDING CO; PARTNER; 1 HOUR PER MONTH; NO HOURS DURING TRADING HOURS; PARTNER, NO DIRECT MANAGEMENT RESPONSIBILITIES//HONKAMP KRUEGER FIN SVS, INC. INVESTMENT RELATED; 908 W 35th St, Davenport, IA 52806;FIN SVS COMPANY PROVIDING BROKERAGE, INSURANCE, MONEY MNGMT AND RETIREMENT PLANNING SERVICES; INVESTMENT ADVISOR REP (IAR); 05/2014; INVESTMENT ADVISOR REP.//CLINTON REGIONAL DVLPMNT CORP POSITION: BOARD MEMBER NATURE: ECONOMIC DEVELOPMENT INVESTMENT RELATED: NO # OF HRS: 2 INVESTMENT RELATED HRS: 0 03/01/2013: 144 8TH AVE S, CLINTON IA 52732 ECONOMIC DEVELOPMENT ACTIVITIES IN AND AROUND THE CLINTON, IOWA REGION //COMMUNITY FOUNDATION RIVER BLUFF BOARD MEMBER NATURE: FUNDRAISING INVESTMENT RELATED: NO # OF HRS: 2 INVESTMENT RELATED HRS: 0/ 06/01/2014 P. O. BOX 1152 CLINTON IA 52732 COMMUNITY FOUNDATION STRIVES TO PROVIDE A PROCESS THAT CHARITABLE CONTRIBUTIONS CAN BE ACCUMULATED AND PROFESSIONALLY MANAGED TO PROVIDE FOR THE GOALS AS DIRECTED BY DONORS //CS 2016, LLC member NATURE: investment INV RELATED: Yes # OF HRS: 1 SECURITIES TRADING HRS: 0 07/01/2016 ADDRESS: 127 Riverside, Bellevue IA 52031 Investment Holding company for member units of a Hotel DEVMT // FM INVESTMENTS LLC: member NATURE: investment company restaurant INVESTMENT RELATED: No #OF HRS: 1 SECURITIES TRADING HRS: 0 09/01/2017 908 W 35th, Davenport IA 52806 DESCRIPTION: holding company opened to hold a 10% interest in a franchsie food restaurants in Iowa and Illinois //HONKAMP KRUEGER & CO., P.C. Partner Public Accounting INVESTMENT RELATED: No # OF HRS: 160 SECURITIES TRADING HRS: 160 08/17/1998 908 W 35th St Davenport IA 52806 /Full service public accounting and business consulting. Partner in charge of the Clinton, Iowa office //FM INVESTMENTS LLC member NATURE: investment company restaurant INVESTMENT RELATED: No # OF HRS: 1 SECURITIES TRADING HRS: 0 09/01/2017 ADDRESS: 908 W 35th,Davenport IA 52806 holding company opened to hold a 10% interest in a franchise food restaurants in Iowa and Illinois ST JOHNS LUTHERAN CHURCH INVESTMENT COMMITTEE MEMBER AND CHURCH COUNCIL MEMBER committee member/ church INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 300 South 3rd Street, Bellevue IA 52031 Member of the Church Council Member of the Church Investment Committee dealing with 1 checking account (limited transactions), 1 money market account (limited transactions) in which transactions are approved by congregational authority and by the 3 member committee. In addition to the transaction accounts there are current 3 CD's an investment account with the ELCA mission fund and a closely held elder care center in which the received as part of an estate greater than 15 years ago. JPL HOLDINGS LLC/ member/ Rental Real Estate INVM rel/ Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 09/01/2019 127 Riverside, Bellevue IA 52031, owns farmland negotiates terms for the rental arrangements, collects rents and pay bills as required HKP HOLDINGS, INC. owner/Holding Company Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 05/01/2019 2345 JFK Road, Dubuque IA 52001, United States see 1.1.1 above.

Exams

• S66 Uniform Combined State Law Examination
  2014-05-27

Other Names

• Jon Thoms