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James Edward Thomas

MASON ROAD WEALTH ADVISORS, L.L.C.·CHESTERFIELD, Missouri
Unclaimed Profile
424 S WOODS MILL ROAD, CHESTERFIELD, MO 63017CRD# 4918540Firm CRD# 134109
01

About

James Edward Thomas is a registered financial advisor based in CHESTERFIELD, Missouri, affiliated with MASON ROAD WEALTH ADVISORS, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MASON ROAD WEALTH ADVISORS, L.L.C.
MASON ROAD WEALTH ADVISORS, L.L.C.
AUM
$116M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at MASON ROAD WEALTH ADVISORS, L.L.C. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4918540
Firm CRD# 134109
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Edward Thomas offer?
James Edward Thomas specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHESTERFIELD, Missouri for a consultation.
What are James Edward Thomas's credentials?
James Edward Thomas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Edward Thomas located?
James Edward Thomas is based in CHESTERFIELD, Missouri, working with MASON ROAD WEALTH ADVISORS, L.L.C.. Their office serves clients in the CHESTERFIELD metropolitan area and surrounding communities.
How does James Edward Thomas charge for services?
James Edward Thomas's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MASON ROAD WEALTH ADVISORS, L.L.C.?
MASON ROAD WEALTH ADVISORS, L.L.C. has approximately 6 employees and manages $116M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CHESTERFIELD
Lori Ann Porcelli-Plescia — MASON ROAD WEALTH ADVISORS, L.L.C.Kayla Renee Nieman — SUMMIT XJustin David Nabity — LARSON CAPITAL MANAGEMENT, LLCMaryann Irene Vognild — GREENCOURSE FINANCIAL ADVISORS, LLCJames Anthony Koetting — PUBLIC FUND INVESTMENT STRATEGIES, LLC
Nearby cities in Missouri
ST. LOUIS (594)KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)SPRINGFIELD (54)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideSPRINGFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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