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Jonathan Thomas

Jql Wealth

Pittsford, NY

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Current Employers
Jql Wealth

Pittsford, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-04-14
  • NY RA
    APPROVED
    Since 2026-04-14

Branch Locations

Pittsford, NY • 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
Mckinley Carter Wealth Services, Inc. Wexford PA 02/2017 01/2020
Pnc Wealth Management Pittsburgh PA 01/2014 02/2017
Lvw Advisors Llc Pittsford NY 01/2020 04/2026
Jql Wealth Llc Pittsford NY 04/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-24
  • S65 Uniform Investment Adviser Law Examination
    2017-03-24
Designations

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ARMBRUSTER CAPITAL MANAGEMENT, INC.
KICKSTAND WEALTH ADVISORS
MARK ANDREW PAGANELLI
MORGAN STANLEY
CHARLES SCHWAB & CO., INC.
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.

Other Investors

Christopher M Leone
Matthew A Kilmer
Matthew M Matteson
Jason R Alexander
Angelo J Ponticello
GARY M FITCH
Jessica Royston
JACQUELINE M SINCLAIR-PARKER

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PITTSFORD, NY
ARMBRUSTER CAPITAL MANAGEMENT, INC. · PITTSFORD, NY
KICKSTAND WEALTH ADVISORS · PITTSFORD, NY
MARK ANDREW PAGANELLI · PITTSFORD, NY
MORGAN STANLEY · Pittsford, NY
CHARLES SCHWAB & CO., INC. · Pittsford, NY
COMMONWEALTH FINANCIAL NETWORK · Pittsford, NY
COMMONWEALTH FINANCIAL NETWORK · PITTSFORD, NY

More in Pittsford, NY

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