Michael Thomas

Advisor at Edward Jones — Hampton, SC

Updated today

Credentials

Series 66

Experience

10 years

Location

Hampton, SC 29924

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,159 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Michael Thomas is a financial advisor with Edward Jones in Hampton, SC, holding a Series 66 designation and 10 years of industry experience. He has served with Edward Jones since 2016 and is also a Lieutenant Colonel in the United States Army Reserve, where he works as an instructor for the Command General Staff Officer College. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning

Occupation focus

Military & Veterans

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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

See office

Hampton, SC

404 Elm Street West

Hampton SC 29924

Advisors at this office

1

Most active in

South Carolina · Texas

Work history

10 years of industry experience

Edward Jones

2016 - Present • 10 years

St Louis, MO

United States Army Reserve

2003 - Present • 23 years

Farrell, PA

Disclosures

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

Business activities & affiliations

Warmer team member

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