Unclaimed Profile

Jeffrey Craig Thomas

EGI FINANCIAL, INC.·AKRON, Ohio

SIE, Series 4, Series 7, Series 14, Series 24, Series 28, Series 51, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean record23 years registeredEGI FINANCIAL, INC.

50 SOUTH MAIN STREET, AKRON, OH 44308-1831CRD# 2095554Firm CRD# 120607

Profile Verification

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

Identity

Jeffrey Craig Thomas · AKRON, OH

Registration

CRD #2095554 · EGI FINANCIAL, INC. · 23 years registered

Brand Profile

Not yet started

Career History

ALPHA ASSET MANAGEMENT

Jan 2003 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 14

Series 24

Series 28

Series 51

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · January 21, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EGI FINANCIAL, INC.

CRD 120607 · SEC 801-112725

AUM

$288M

Regulatory assets under management

Employees

429 client accounts

Services offered by EGI FINANCIAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EGI FINANCIAL, INC. →

Introduction

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Frequently Asked Questions

What services does Jeffrey Craig Thomas offer?

Jeffrey Craig Thomas specializes in Financial Planning, Investment Management. Contact their office in AKRON, Ohio for a consultation.

What are Jeffrey Craig Thomas's credentials?

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

Where is Jeffrey Craig Thomas located?

Jeffrey Craig Thomas is based in AKRON, Ohio, working with EGI FINANCIAL, INC.. Their office serves clients in the AKRON metropolitan area and surrounding communities.

How does Jeffrey Craig Thomas charge for services?

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

How large is EGI FINANCIAL, INC.?

EGI FINANCIAL, INC. has approximately 8 employees and manages $288M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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