Jeffrey Craig Thomas
Advisor at Alpha Asset Management — Akron, OH
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
35 years
Location
Akron, OH 44308
Alpha Asset Management
Supported
Total advisors
2Clients per advisor
75 HighAvg AUM per client
$866,646 TypicalHNW client ratio
26% TypicalJeffrey Thomas is a financial advisor at Alpha Asset Management in Akron, Ohio, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has worked at Alpha Asset Management since 1996 and American Heritage Securities Inc since 2013. Thomas is also president of JCT Investment Counsel, a fee-based investment management firm. Alpha Asset Management is a fee-based registered investment advisor serving primarily individual clients and a limited number of institutions. The firm employs a discretionary portfolio management approach focused on large-cap equities, investment-grade bonds, and investment-company securities, combining top-down secular-cycle analysis with bottom-up security selection.
$0 - $1,000,000: 1.00% annually (Equity and Balanced accounts) $1,000,000 - $5,000,000: 0.75% annually (Equity and Balanced accounts) $5,000,000+: Negotiable (Equity and Balanced accounts) $0 - $5,000,000: 0.5% annually (Fixed Income accounts) $5,000,000+: Negotiable (Fixed Income accounts)
Principal receives trailing commissions for some mutual fund investments through affiliated broker/dealer; also receives commissions as registered representative and insurance agent when acting in those capacities
Account minimum: $250,000 Fee-only: Fees are based only on assets under management; no commissions for advisory services
Akron, OH
50 South Main Street, Suite 1210
Akron OH 44308
Advisors at this office
2
Florida · Ohio
35 years of industry experience
American Heritage Securities Inc
2013 - Present • 13 years
Akron, OH
Alpha Asset Management
1996 - Present • 30 years
Akron, OH
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Lawyer
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Real estate agent
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