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Brian Thomas

Advisor at Edward Jones

Updated today

Location

Carbondale, CO 81623

Credentials

Series 66

Industry experience

7 years

About

Brian Thomas is a financial advisor with Edward Jones in Carbondale, Colorado, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked in various roles, including at The Ohio State University and the University of Dayton. Outside of advisory work, he has participated as a snowmobile driver at the X Games in Aspen. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and managed solutions, supported by a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

1199 Village Road, Suite 201

Carbondale, CO 81623

Most active in

Colorado · Texas

Work history

Edward Jones

2018 - Present (8 years)

Figlio

2018 - Present (8 years)

The Ohio State University

2017 - 2018 (1 year)

Aspen Snowmas Skiing Company

2017 - 2017 (1 year)

University of Dayton

2016 - 2017 (1 year)

Aspen Snowmas Skiing Company

2016 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Gus J

CFP®

Glenwood Springs, CO

Systematic Wealth Management, Inc.

Gus Jepsen is the President and CEO of Systematic Wealth Management. He has a proven track record working with high-net-worth individuals, foundations, and institutional investors. He was instrumental in building a rapidly growing Denver-based Registered Investment Advisor practice, which was ultimately acquired by a private equity-backed group. His diverse client roster has included entrepreneurs, executives, former State Governors, and senior members of Congress. Gus holds an MSc in Carbon Finance from the University of Edinburgh and a B.S. in Business Administration from the University of Denver. His background includes work in sustainable finance and collaboration with academic and institutional partners on investment data strategy. Outside the office, Gus is an avid adventurer. He has bikepacked the Great Divide Mountain Bike Route, rafted the Grand Canyon, snowboarded the Canadian Rockies, the French Alps, and Hokkaido, and completed multiple mountaineering expeditions in Alaska. He lives with his wife and son in Glenwood Springs, Colorado.

General retirement planning General tax planning Factor investing / smart beta Exec comp design Business ownership considerations Engineering Professional Technology Professional Attorney Founder/Business Owner Retired Established Professionals Approaching retirement Retired Widow/Widower Divorced
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Antonio A

Series 63, Series 65

Glenwood Springs, CO

Antunes International Investment Management

Antonio Antunes is the sole advisor at Antunes International Investment Management in Glenwood Springs, CO, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Antunes International Investment Management since 2007. The firm provides fee-only investment management and financial planning to individuals, trusts, and nonprofit organizations, with a focus on discretionary portfolio management and written financial plans. Its investment approach combines long-term strategic asset allocation with shorter-term tactical adjustments, using fundamental, technical, and cyclical analyses, and serves a notable international client base including charitable organizations.

Cash flow / budgeting Tax strategies for small businesses General estate planning guidance Real estate investing
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Bradley Z

Series 65

Carbondale, CO

Aspen Financial Solutions, LLC

Bradley Zanin is a Series 65 licensed financial advisor with 26 years of industry experience. He has been with Aspen Financial Solutions, LLC, an independent firm based in Carbondale, CO, since 2011 and also operates Cow Horse Productions, LLC. Aspen Financial Solutions provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations. The firm follows a long-term, low-cost, index-based asset allocation strategy combined with options and diversified securities, managing approximately $17 million across 13 client accounts as a solo adviser.

Active portfolio management Options & derivatives strategies Passive / index investing
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Brian L

CFP®, CFA®

Basalt, CO

Sherwood Wealth Management

Brian Littlejohn is a CFP® and CFA® credentialed financial advisor with 12 years of industry experience. He is the sole advisor at Sherwood Wealth Management, an independent firm based in Basalt, Colorado. His prior work includes roles at Opus Financial Solutions LLC and Sherwood Investment Management LLC. Sherwood Wealth Management serves a selective group of individual clients, providing comprehensive financial planning, investment consultation, and discretionary portfolio management. The firm employs a documented, disciplined process that incorporates fundamental, technical, and cyclical analysis to build diversified portfolios tailored to client risk tolerances.

Cash flow / budgeting Debt management Private / alternative investments
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Christopher R

CFA®, Series 63, Series 65

Basalt, CO

Ryan Investments

Christopher Ryan is a CFA® charterholder with 23 years of industry experience. He has been with Ryan Investment Management, Inc. since 2001. Ryan Investments provides discretionary portfolio management and model-portfolio services primarily to individuals, families, trusts, estates, and charitable organizations, typically serving clients with at least $1 million in investable assets. The firm employs six proprietary iFolio models that use trend-following techniques and primarily invest in low-cost index mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management
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Matthew O

Series 65

Basalt, CO

Ryan Investments

Matthew Owings is a financial advisor at Yule Creek Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at M. Austin Investments, LLC and Equus Private Wealth. Yule Creek Wealth Management provides discretionary investment management primarily for high-net-worth individuals and family offices, focusing on broad asset-allocation portfolios and specialized fixed-income strategies. The firm combines low-cost, index-based ETFs with active fixed-income management and emphasizes municipal-bond expertise and rigorous credit analysis.

Passive / index investing Active portfolio management Wealth management
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