Linda Jean Thomas

Employer firm

Merit Financial Advisors CRD 142457

$23.9B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 04/1999 → 02/2021
  Ameriprise Financial Services, Inc.
  Rockton, IL
• 02/2021 → 09/2024
  Remagiment Advisors
  Fitchburg, WI
• 02/2021 → 11/2025
  Commonwealth Financial Network
  Waltham, MA
• 09/2024 → 11/2025
  Blueprint Wealth Advisors
  Rockford, IL
• 11/2025 → Present
  Merit Financial Advisors
  Rockford, IL
• 11/2025 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2021-02-26 → 2025-11-17
  Commonwealth Financial Network
  Fitchburg, WI
  Rockford, IL
• 1999-09-10 → 2021-02-26
  Ameriprise Financial Services, Llc
  Rockton, IL
  Rockford, IL
  Rockford, IL
  Janesville, WI
  Roscoe, IL

Other Businesses

1. Merit Financial Advisors. Investment related. At registered location. RIA. IAR. 11/2025. 160 hrs/month. 160 hrs during securities hrs. Services clients. 2. Fixed Insurance. Investment related. At registered location. Fixed Insurance. Agent. 1 hr/month. 1 hr during securities hrs. Provide insurance advice based on the needs of clients.

Exams

• S66 Uniform Combined State Law Examination
  1999-06-22

Other Names

• Linda Jean Baxter
• Linda Jean Thomas