Kevin Jarrell Thomas

Employer firm

Goldman Sachs Wealth Services, L.p. CRD 106693

$31.7B regulatory AUM 89,850 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2017 → 03/2021
  Charles Schwab & Co., Inc.
  Westlake, TX
• 11/2017 → 11/2017
  Utility Concierge
  Farmers Branch, TX
• 08/2017 → 10/2017
  E. A. Renfroe (State Farm)
  Las Colinas, TX
• 05/2017 → 08/2017
  Conn's Home Plus
  Houston, TX
• 02/2015 → 12/2016
  Target Corporation
  Spring, TX
• 01/2017 → 04/2017
  Unemployed
  Houston, TX
• 12/2021 → 08/2023
  The Vanguard Group, Inc.
  Dallas, TX
• 07/2019 → 11/2021
  The New Black Collective
  Waco, TX
• 10/2023 → 10/2025
  Altruist Financial Llc
  Culver City, CA
• 08/2023 → 09/2023
  Unemployed
  Farmers Branch, TX
• 06/2026 → Present
  Goldman Sachs & Co. Llc
  New York , NY
• 11/2025 → 05/2026
  Unemployed
  Marina Del Rey, CA

Previous Registrations

• 2022-02-23 → 2023-08-30
  Vanguard Advisers, Inc.
  Scottsdale, AZ
  Plano, TX

Other Businesses

Owner of C. Suite Studios, a holding company for personal artistic projects. Activity will take place from Santa Ana, CA. Organization is not primarily engaged in investment-related activity. Start Date: November 01, 2019. Twenty hours per month. Duties include general management of the company.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-14
• S66 Uniform Combined State Law Examination
  2022-02-22
• S63 Uniform Securities Agent State Law Examination
  2018-08-31

Other Names

• Kevin J Thomas
• Kevin Jarrell Thomas
• Kevin Thomas