Jonathan Michael Thomson

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

• 08/2018 → 07/2019
  Ameriprise Financial Services Inc
  Vancouver, WA
• 05/2016 → 07/2018
  Pascale Music Institute
  South Pasadena, CA
• 07/2015 → 07/2018
  Mosaic Music
  Yorba Linda, CA
• 09/2009 → 04/2019
  Azusa Pacific University
  Azusa, CA
• 08/2005 → Present
  Self
  Vancouver, WA
• 07/2019 → 06/2020
  U.S. Bancorp Investments
  Portland, OR
• 06/2020 → 04/2025
  First Pacific Financial
  Vancouver, WA
• 04/2025 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2020-07-02 → 2025-05-01
  First Pacific Financial, Inc.
  Vancouver, WA
• 2019-07-22 → 2020-06-05
  U.S. Bancorp Investments, Inc.
  Portland, OR
  Vancouver, WA
  Portland, OR
• 2018-10-17 → 2019-07-16
  Ameriprise Financial Services, Llc
  Vancouver, WA

Other Businesses

Self - Rental property Type of business: Rental property Pasadena, CA Start date: 1/1/2018 Owner Hours per week: 0 Hours during trading: 0 This is my wife's property. Find and screen tenants. Arrange contracts and coordinate maintenance. Self Type of business: Performing Arts Vancouver, WA Start date: 1/1/2005 Musician Hours per week: 1 Hours during trading: 1 Perform in Vancouver Symphony and other freelance groups. Teach cello.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-04-23
• S66 Uniform Combined State Law Examination
  2018-10-17

Designations

• Certified Financial Planner

Other Names

• Jonathan Michael Thomson
• Jonathan Thomson