Michele L Thomas

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 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

• 09/2018 → 09/2021
  Bank Of New Hampshire
  Claremont, NH
• 09/2017 → 09/2018
  Poah Communities Llc
  Claremont, NH
• 12/1999 → 09/2017
  Bank Of New Hampshire
  Claremont, NH
• 09/2021 → 05/2025
  Wells Fargo Advisors Financial Network, Llc
  Lebanon, NH
• 06/2025 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2023-07-14 → 2025-05-16
  Wells Fargo Advisors Financial Network, Llc
  Lebanon, NH
• 2023-03-03 → 2023-07-14
  Wells Fargo Clearing Services, Llc
  Lebanon, NH

Exams

• S66 Uniform Combined State Law Examination
  2023-03-01

Other Names

• Michele L Santaniello
• Michele L Lenahan
• Michele L Bashaw
• Miki L Thomas
• Michele L Thomas
• Michele Thomas