A complete list of active advisors currently associated with JQL Wealth

Warmer can help you find a great advisor at JQL Wealth or one who fits your needs even better.

JQL Wealth is an independent, fee‑only registered investment adviser that provides wealth management, investment management, and comprehensive financial planning to individuals, high‑net‑worth clients, and businesses. The firm charges percentage‑of‑AUM advisory fees and may refer clients to third‑party professionals when appropriate. The firm builds portfolios using a mix of passive and active strategies guided by asset‑allocation targets and client risk tolerance, and it generally manages accounts on a discretionary basis. JQL may engage outside managers to implement portions of client portfolios and offers optional direct indexing through an outside manager to enable customization and tax‑loss harvesting, as well as socially responsible investment options where requested. Formed and registered in 2026, JQL manages approximately $44.85 million for a small client base, producing a relatively high assets‑per‑client profile for a firm of its size and operating with a small team rather than as a solo practice. It leverages institutional platforms and outside manager relationships for specialized implementations (such as direct indexing), and relies on custodian statements for account reporting rather than providing separate firm‑prepared performance reports.

To learn more about the advisors currently working at JQL Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jonathan Thomas	Pittsford, NY	8

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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