Unclaimed Profile

Joseph Allison Jr Thomas

AMERICAN INDEPENDENT SECURITIES GROUP, LLC·EAGLE, Idaho

SIE, Series 4, Series 7, Series 9, Series 10, Series 24, Series 27, Series 31, Series 52TO, Series 53, Series 63, Series 65, Series 66, Series 99TOClean record21 years registeredAMERICAN INDEPENDENT SECURITIES GROUP, LLC

664 S RIVERSHORE LANE STE 150, EAGLE, ID 83616CRD# 1484206Firm CRD# 135288

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Allison Jr Thomas · EAGLE, ID

Registration

CRD #1484206 · AMERICAN INDEPENDENT SECURITIES GROUP, LLC · 21 years registered

Brand Profile

Not yet started

Career History

AMERICAN INDEPENDENT SECURITIES GROUP, LLC

Jun 2012 – present

AMERICAN INDEPENDENT SECURITIES GROUP, LLC

Jul 2011 – present

WACHOVIA SECURITIES, LLC

Sep 2004 – May 2005

BETHESDA, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 9

Series 10

Series 24

Series 27

Series 31

Series 52TO

Series 53

Series 63

Series 65

Series 66

Series 99TO

Registration record

First registered · September 8, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMERICAN INDEPENDENT SECURITIES GROUP, LLC

CRD 135288 · SEC 801-69138

AUM

$513M

Regulatory assets under management

Employees

2,830 client accounts

Services offered by AMERICAN INDEPENDENT SECURITIES GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at AMERICAN INDEPENDENT SECURITIES GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Joseph Allison Jr Thomas offer?

Joseph Allison Jr Thomas specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EAGLE, Idaho for a consultation.

What are Joseph Allison Jr Thomas's credentials?

Joseph Allison Jr Thomas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Allison Jr Thomas located?

Joseph Allison Jr Thomas is based in EAGLE, Idaho, working with AMERICAN INDEPENDENT SECURITIES GROUP, LLC. Their office serves clients in the EAGLE metropolitan area and surrounding communities.

How does Joseph Allison Jr Thomas charge for services?

Joseph Allison Jr Thomas's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMERICAN INDEPENDENT SECURITIES GROUP, LLC?

AMERICAN INDEPENDENT SECURITIES GROUP, LLC has approximately 33 employees and manages $513M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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