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Matthew Ryan Thomas

Advisor at Kovack Advisors, inc. — Adel, GA

Updated today

Credentials

Series 66

Experience

19 years

Location

Adel, GA 31620

Kovack Advisors, inc. logo

Kovack Advisors, inc.

Multi-team

Total advisors

242

Across 125 offices

Clients per advisor

53 Typical

Avg AUM per client

$433,120 Low

HNW client ratio

12% Low

About

Matthew Thomas is a financial advisor with Kovack Advisors, Inc. in Adel, Georgia, holding a Series 66 designation and 18 years of industry experience. His career includes roles at VOYA Financial Advisors and Cetera Advisor Networks, among others. Outside of finance, he is actively involved in Christian ministry, serving as a minister. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, focusing on diversified asset-class exposure primarily through mutual funds and ETFs.

Client services

Based on Kovack Advisors, inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Kovack Advisors, inc.

Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Kovack Advisors, inc.

Executive Founder/Business Owner

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Fee options

Fixed

Fixed fees for financial planning services negotiated per engagement; initial consultations and plan updates may have fixed fees.

Percentage

Negotiable up to 2.90% annually (can be flat percentage, tiered schedule, or other break points as agreed)

Commissions

Clients may pay commissions on securities transactions when IARs are Registered Representatives of affiliated broker-dealer KSI; includes 12b-1 fees for mutual funds, insurance commissions, and other related compensation separate from advisory fees.

Project-based

Hourly financial planning fees up to $350 per hour maximum (negotiable).

Other

Account minimum: $10,000 to $100,000 (minimums generally range in this interval and can be waived; varies by account option)

Location

See office

Adel, GA

102 North Hutchinson Avenue

Adel GA 31620

Advisors at this office

1

Most active in

Georgia

Work history

19 years of industry experience

Kovack Securities, Inc.

2022 - Present • 4 years

Fort Lauderdale, FL

Kovack Advisors, Inc.

2022 - Present • 4 years

Fort Lauderdale, FL

Living Stone Financial, LLC

2022 - Present • 4 years

Adel, GA

Cetera Advisor Networks Llc

2021 - 2022 • 1 year

El Segundo, CA

VOYA Financial Advisors

2014 - 2021 • 7 years

Adel, GA

Matthew Thomas

2010 - Present • 16 years

Adel, GA

South Georgia Administrative Services LLC

2008 - Present • 18 years

Adel, GA

Disclosures

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

Business activities & affiliations

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Jonah C

Series 66

Adel, GA

GWN Securities Inc.

Jonah Chadwick is a financial advisor with GWN Securities Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining GWN Securities, he worked at Your One Source Solution and The Pool Store, and has a background in education with 14 years at the Lanier County Board of Education. GWN Securities Inc. provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm uses a combination of affiliated and unaffiliated sub-advisers and applies tactical strategies including market-timing and momentum-based approaches.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
user avatar

Gavin M

Series 63, Series 66

Adel, GA

GWN Securities Inc.

Gavin Merwin is a financial advisor with GWN Securities Inc. in Adel, Georgia, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has worked at GWN Securities since 2014 and Your OneSource Solution since 2020. Outside of his advisory work, Merwin serves on the boards of the Boys & Girls Club of the Greater Cook County and Burn Culture, a 501(c)(3) organization, and owns Wild Oak Forge, a business focused on blacksmithing, leatherworking, and woodworking. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of managed-account programs with both traditional and active investment strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Anthony P

Series 63, Series 65

Adel, GA

GWN Securities Inc.

Anthony Pezent is a financial advisor with GWN Securities Inc. in Adel, Georgia, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with GWN Securities since 2011. Outside of his advisory role, he serves on the executive committee of the Cook County Touchdown Club, which supports the local football team through fundraising events. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios through a large network of advisors.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
user avatar

Jennifer H

Series 66

Adel, GA

GWN Securities Inc.

Jennifer Hayes is a financial advisor at GWN Securities Inc. with a Series 66 designation and one year of industry experience. Prior to joining GWN Securities, she worked at Your Onesource Solution and has a background that includes roles in financial services, insurance, and freelance photography. Outside of her advisory work, she owns and operates a freelance photography business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including traditional asset allocation and legacy market-timing approaches.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Steven S

Series 66

Adel, GA

GWN Securities Inc.

Steven Schramm is a financial advisor with GWN Securities Inc. in Adel, Georgia, holding a Series 66 designation and 22 years of industry experience. He has been with GWN Securities and Retirement Consultants Network since 2011. Outside of his advisory role, he serves as a deacon on the official board of Adel First Assembly of God and is a board member of the Adel Main Street organization. He also owns a gift shop specializing in laser-engraved products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of about 423 advisors and manages approximately $3.65 billion across over 37,000 client accounts, offering a range of managed-account programs including SMA, UMA, and fund-strategist options.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Jessica F

ChFC®, Series 63

Hahira, GA

Cambridge Investment Research Advisors

Jessica Flowers is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® and Series 63 designations. She has nine years of industry experience and has previously worked at firms including New York Life Insurance Company, MassMutual, Guardian Life Insurance Company, and Park Avenue Securities. In addition to her advisory role, she is involved in real estate as an agent and owns a wealth management business under the name Solvance Wealth. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of portfolio management options and both proprietary and third-party investment strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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