Unclaimed Profile

Jeffrey Alan Thomas

ARKOS GLOBAL ADVISORS, LLC·HOUSTON, Texas

SIE, Series 7, Series 8, Series 31, Series 63, Series 65Clean record26 years registeredARKOS GLOBAL ADVISORS, LLC

4400 POST OAK PKWY, HOUSTON, TX 77027CRD# 1713517Firm CRD# 287466

Profile Verification

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

Identity

Jeffrey Alan Thomas · HOUSTON, TX

Registration

CRD #1713517 · ARKOS GLOBAL ADVISORS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

ARKOS GLOBAL ADVISORS, LLC

Apr 2017 – present

MORGAN STANLEY

Jun 2009 – Apr 2017

HOUSTON, TX

MORGAN STANLEY & CO. INCORPORATED

Apr 2007 – Jun 2009

HOUSTON, TX

MORGAN STANLEY

Mar 2000 – Apr 2007

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 31

Series 63

Series 65

Registration record

First registered · March 31, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARKOS GLOBAL ADVISORS, LLC

CRD 287466 · SEC 801-110406

AUM

$939M

Regulatory assets under management

Employees

1,103 client accounts

Services offered by ARKOS GLOBAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ARKOS GLOBAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Alan Thomas offer?

Jeffrey Alan Thomas specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.

What are Jeffrey Alan Thomas's credentials?

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

Where is Jeffrey Alan Thomas located?

Jeffrey Alan Thomas is based in HOUSTON, Texas, working with ARKOS GLOBAL ADVISORS, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Jeffrey Alan Thomas charge for services?

Jeffrey Alan 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 ARKOS GLOBAL ADVISORS, LLC?

ARKOS GLOBAL ADVISORS, LLC has approximately 18 employees and manages $939M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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