Caleb Dean Thomas

Current Employers

Employment History

• 06/2018 → 12/2019
  Jpmorgan Chase Bank, N.A.
  Schaumburg, IL
• 01/2020 → 11/2022
  Jpmorgan Chase Bank, N.A.
  Schaumburg, IL
• 01/2020 → 11/2022
  J.P. Morgan Securities, Llc
  Schaumburg, IL
• 06/2016 → 07/2018
  World Market
  Hoffman Estates, IL
• 07/2017 → 08/2017
  Papa John's
  East Dundee, IL
• 05/2017 → 06/2017
  Midwest Arbor
  Spring Grove, IL
• 03/2023 → Present
  One Ascent Financial Services Dba The Cornerstone Financial Grp
  Crystal Lake, IL
• 05/2023 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 11/2022 → 03/2023
  Unemployment
  Crystal Lake, IL
• 09/2022 → 10/2022
  Josh Thomas Llc
  Sleepy Hollow, IL

Other Businesses

1) One Ascent Financial Services dba The Cornerstone Financial Group. Investment-related. At registered location. RIA. Advisor Assistant. Start date: 03/2023. 80 hrs/month; all during trading hours. Assisting in the administrative tasks in the office, preparing financial plans and assisting in meeting preparation. 2) Purshe Kaplan Sterling Investments ("PKS"). Investment related. At registered location. Broker dealer. Start date: 03/2023. 80 hrs/month; all during trading hours. Investment adviser representative. 3) Josh Thomas, LLC -- Bookkeeper -- Not investment related -- compensated

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-13
• S63 Uniform Securities Agent State Law Examination
  2020-03-05

Designations

Other Names

• Caleb Thomas
• Caleb Dean Thomas
• Caleb Thomas