Hello I'm

Jeffery Tal Thomas

Stock Broker & Financial Consultant

I specialize in building up investment portfolios with intelligent and consistent trading strategies.

Jeffery

Thomas

0

Years of
Experience

0+

Portfolios
Handled
  • 01

    Financial Consultant

  • 02

    Stock Broker

  • 03

    Digital Assets Trader

Stock Broker | Financial Consultant

Jeffery Tal Thomas

I have solid experience working with the topmost and prestigious firms in the United States. So far, I've worked with six (6) different firms over a long and fulfilling career of Twenty-two (22) years. I have passed six(6) brokerage qualification examinations and garnered brokerage licenses in well over fifty-one (51) states as well.

I've worked carefully with a lot of investment portfolios in different financial markets and as a result, I've developed several trading strategies to make sure of continuous profit while mitigating losses at the same time and I totally can't wait to get started with you!

  • 0

    Recurrent
    Clients

  • 0

    State
    Licenses

  • 0

    Portfolio Capital
    Handled

Stock Broker | Financial Consultant

Examinations

Series 63 - Uniform Securities Agent State Law ExaminationMar 21, 2003

State Securities Law Exam

Series 65 - Uniform Investment Adviser Law Examination Mar 23, 1999

State Securities Law Exam

SIE - Securities Industry
Essentials Examination
Oct 1, 2018

General Industry/Products Exam

Series 7 - General Securities Representative Examination Dec 6, 2004

General Industry/Products Exam

Series 6 - Investment Company Products/Variable Contracts Representative Examination Mar 10, 2003

General Industry/Products Exam

Series 24 - General Securities
Principal Examination
Mar 21, 2016

Principal/Supervisory Exam

Jeffery Tal Thomas

Work Experience

  • 2019 - Present (3 years)

    CLIFFORD CAPITAL PARTNERS, LLC (CRD# 153956)

    Stock Broker | Investment Adviser

  • 2022 - Present (<1 year)

    FORESIDE FUND SERVICES, LLC (CRD# 46106)

    Investment Adviser

  • 2019 - 2021 (2 years)

    FIRST DOMINION CAPITAL CORP. (CRD# 16330)

    Stock Broker

  • 2007 - 2019 (12 years)

    WILLIAM BLAIR & COMPANY L.L.C. (CRD# 1252)

    Stock Broker | Investment Adviser

  • 2004 - 2019 (14 years)

    WILLIAM BLAIR (CRD# 1252)

    Stock Broker | Investment Adviser

  • 2003 - 2004 (1 year)

    ALPS DISTRIBUTORS, INC. (CRD# 16853)

    Stock Broker

  • 2000 - 2004 (4 years)

    WASATCH ADVISORS INC (CRD# 106081)

    Stock Broker

With 22 Years of Solid Work Experience,

I am Passionate about improving the profit accumulation strategy of your Portfolio.

Financial Consulting

I offer financial consulting services to clients in need of general financial planning and restructuring. I'll get to help you set up carefully detailed plans for retirements, mortgages and every other financial-intensive aspect in your life.

Stock Brokerage

With over three(3) years working at CLIFFORD CAPITAL PARTNERS, I am fully licensed to give investment advice and offer stock brokerage services to clients trying to be adept in the stock market. I assist my clients with official stock trading and also give out intelligent & substantial advice on stocks to trade with.

Digital Assets Trading

Apart from Stock Trading, I am an verified Expert in Forex trading & Cryptocurrency investments. I do a great deal of research in order to efficiently advise my clients on the numerous and substantially profitable digital tokens to either daytrade with, or invest in for a particular period of time.

Testimonials

Clients Reviews

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