Best Investors Account Sign in

Jeffrey Craig Thomas

Alpha Asset Management

Akron, OH

Claim This Profile
Current Employers
Alpha Asset Management

50 South Main Street Suite 1210, Akron, OH 44308 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
OH RA APPROVED 2003-01-21
  • FL RA
    APPROVED
    Since 2025-01-01
  • OH RA
    APPROVED
    Since 2003-01-21

Branch Locations

50 South Main Street Suite 1210, Akron, OH 44308 • 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
Alpha Asset Management Akron OH 03/1996 Present
American Heritage Securities Inc Akron OH 01/2013 Present
  • 03/1996 → Present
    Alpha Asset Management
    Akron, OH
  • 01/2013 → Present
    American Heritage Securities Inc
    Akron, OH
Other Businesses

JCT INVESTMENT COUNSEL - FEE BASED INVESTMENT MANAGEMENT - PRESIDENT

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-08-03
S63 Uniform Securities Agent State Law Examination 1990-12-13
  • S65 Uniform Investment Adviser Law Examination
    1995-08-03
  • S63 Uniform Securities Agent State Law Examination
    1990-12-13

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
ON INVESTMENT MANAGEMENT CO
CONCURRENT INVESTMENT ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VALMARK ADVISERS, INC.
POITINGER FINANCIAL, INC.
ALDA ADVISORS, INC.
OBJECTIVE CAPITAL MANAGEMENT, LLC

Other Investors

KEVIN JAMES BAUER
WILLIAM THOMAS MAWBY
MATTHEW BURKE PRICE
MICHAEL LEE LALLATHIN
VICTORIA LOUISE ELLINGER
RONALD GREGORY FLOWERS
SEAN MICHAEL HOUSTON
JOSEPH PAUL D'ANNIBALLE

Other Offices

CETERA INVESTMENT ADVISERS LLC · AKRON, OH
ON INVESTMENT MANAGEMENT CO · AKRON, OH
CONCURRENT INVESTMENT ADVISORS, LLC · Akron, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Fairlawn, OH
CETERA INVESTMENT ADVISERS LLC · FAIRLAWN, OH
VALMARK ADVISERS, INC. · Akron, OH
VALMARK ADVISERS, INC. · Fairlawn, OH
VALMARK ADVISERS, INC. · Fairlawn, OH

More in Akron, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor