Jeff Thomas

Directeur Général chez Arkos Global Advisors LLC

Profil

Mr. Jeffrey A.
Thomas, CPA, is a Founder & Chief Executive Officer at Arkos Global Advisors LLC.
His mission is to assemble a team of like-minded advisors who share common values and collaborate to help as many clients as possible experience the freedom that connection brings.
He opened Archetype Wealth Partners in April 2017 with an amazing team to provide an open-architecture, fee-only (fiduciary) platform that offers a wide variety of investment choices to clients.
Mr. Thomas started out a sole proprietor in the wealth management business in 1995.
He quickly noticed the advantages of working as a team to serve clients.
During his first 10 years, he had his head down and built financial plans and investment strategies for clients.
By putting clients’ narrative before their numbers, he was able to help them uncover their families’ values and connect their resources to those values.
This focus led him to new heights as a Financial Advisor.
In 2008, he was named to Morgan Stanley’s Chairman’s Club (top 2% of Advisors).
From 2009 to 2013, Barron’s magazine recognized him as “One of Texas’ Top Financial Advisors”.
In 2013, the Financial Times named him to their inaugural list of “America’s Top 400 Advisors”.
He has been a perennial member of the “Five Start Wealth Manager” list in Houston, Texas.
Mr. Thomas received his undergraduate degree from Trinity University.
He is also a Certified Public Accountant (CPA) in the State of Texas and a Certified Kingdom Advisor (CKA).

Postes actifs de Jeff Thomas

Sociétés	Poste	Début
Arkos Global Advisors LLC	Directeur Général	01/04/2017

Formation de Jeff Thomas

Trinity University

Undergraduate Degree