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Jesse Lee Thomas

Pathstone

Englewood, NJ

Seattle, WA

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Current Employers
Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2020-10-23
  • WA RA
    APPROVED
    Since 2020-10-23

Branch Locations

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

920 5Th Ave, Seattle, WA 98104 • 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
Waddell & Reed Bellevue WA 06/2009 05/2018
Various Insurance Carriers For W&R Insurance Agencies Seattle WA 08/2009 05/2018
Cornerstone Advisors, Inc. Bellevue WA 06/2018 09/2020
Pathstone Seattle WA 10/2020 Present
  • 06/2009 → 05/2018
    Waddell & Reed
    Bellevue, WA
  • 08/2009 → 05/2018
    Various Insurance Carriers For W&R Insurance Agencies
    Seattle, WA
  • 06/2018 → 09/2020
    Cornerstone Advisors, Inc.
    Bellevue, WA
  • 10/2020 → Present
    Pathstone
    Seattle, WA
Previous Registrations
  • 2018-06-07 → 2020-09-30
    Cornerstone Advisors Inc
    Bellevue, WA
  • 2009-08-18 → 2018-05-18
    Waddell & Reed
    Seattle, WA
    Silverdale, WA
    Bellevue, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-08-17
  • S66 Uniform Combined State Law Examination
    2009-08-17
Designations
Other Names
  • Jesse Thomas

View on SEC IAPD

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