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Founder and Chief Compliance Officer · JQL Wealth

Jonathan Thomas

CRD 6135689 · Named on Form ADV at one SEC-registered adviser

At a glance

JQL Wealth, an SEC-registered wealth manager with $45 million in regulatory assets, lists Jonathan Thomas on its Form ADV as Founder and Chief Compliance Officer, a control person.

Firms and roles

  • JQL WealthFounder and Chief Compliance OfficerWealth manager · United States · $45M in regulatory assets

AtlasMembers

Jonathan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.