Gerald Wayne Thomas

Current Employers

Employment History

• 08/2014 → 10/2022
  Jp Morgan Securities Llc
  New Berlin, WI
• 07/2015 → Present
  Legacy Wealth, Llc
  Brookfield, WI
• 10/2022 → Present
  Jp Morgan Securities Llc
  New Berlin, WI
• 02/2024 → Present
  Gimmeshelter Freeze Dry Llc
  Brookfield, WI

Previous Registrations

• 2007-05-29 → 2014-05-02
  Citigroup Global Markets Inc.
  New York, NY
  Chicago, IL
  Chicago, IL
  Oak Brook, IL
  Oak Brook, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Downers Grove, IL
  Buffalo Grove, IL
  Orland Park, IL
  Glen Ellyn, IL
  Bloomingdale, IL
  Streamwood, IL
  Chicago, IL
  Calumet City, IL
  Tinley Park, IL
  Arlington Heights., IL
  Palatine, IL
  Arlington Heights, IL
  Chicago, IL
  Chicago, IL
  Crystal Lake, IL
  Oak Brook, IL
  Schaumburg, IL
  Elk Grove Village, IL
  St. Charles, IL
  Chicago, IL
  Chicago, IL
  Gurnee, IL
  Chicago, IL
• 2004-02-04 → 2007-05-29
  Citicorp Investment Services
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Downers Grove, IL
  Buffalo Grove, IL
  Orland Park, IL
  Glen Ellyn, IL
  Bloomingdale, IL
  Streamwood, IL
  Chicago, IL
  Calumet City, IL
  Tinley Park, IL
  Palatine, IL
  Arlington Heights, IL
  Chicago, IL
  Chicago, IL
  Crystal Lake, IL
  Schaumburg, IL
  Elk Grove Village, IL
  St. Charles, IL
  Chicago, IL
  Chicago, IL
  Gurnee, IL
  Arlington Hgts., IL
  Oak Brook, IL
• 2001-08-17 → 2004-04-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL

Other Businesses

Entity Name: GimmeShelter Freeze Dry LLC Investment related: No "Address: Brookfield, WI 53045" Nature of the other business: Freeze Dryer Position/Title/Relationship: Owner/Partner Start Date: 02/29/2024 Approximate # of hours a week 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rent time on a freeze dryer that is owned by the LLC. My role is owner/member of the LLC. My duties would be to arrange and schedule time on the freeze dryer. ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: LEGACY WEALTH, LLC. POSITION: OWNER START DATE: 7/31/2015 ADDRESS: Pewaukee, WI 53072 DETAILS: MANAGE REAL ESTATE INVESTMENT ACTIVITIES OF THE ENTITY. THE ENTITY HOLDS TITLE TO REAL ESTATE LOCATED AT 6. PRIEST RIVER, ID 83856. HOURS DEDICATED (per month unless otherwise indicated): 5 TO 10 HOURS OUTSIDE OF NORMAL BUSINESS HOURS HOURS DURING TRADING: 0 INVESTMENT RELATED: YES

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-20
• S63 Uniform Securities Agent State Law Examination
  1990-12-27

Other Names

• Jerry Thomas