Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Columbus
36yrs
Gerald Wayne Thomas
Financial advisor at J.p. Morgan Securities
At a glance
Experience36 years (since 1990)
How that compares ?Top 2% by experience at J.p. Morgan Securities
Office1111 Polaris Parkway, Floor 3j, Columbus, OH 43240
How the firm is paid ?Percent of assets, Other
States licensed ?1 state
Services through J.p. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2014 – nowJ.p. Morgan Securities LLCCurrent firm
- 2007 – 2014Citigroup Global Markets Inc.Previously
- 2004 – 2007Citicorp Investment ServicesPreviously
- 2001 – 2004Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
Questions to ask Gerald
Tailored to Gerald’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Gerald
How do I contact Gerald?
Call J.p. Morgan Securities at 800-999-2000 and ask for Gerald Wayne Thomas. Gerald works from the Columbus, OH office.
How long has Gerald been a financial advisor?
Gerald has been in the industry since 1990, about 36 years. Top 2% by experience at J.p. Morgan Securities.
What licenses does Gerald hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Gerald a fiduciary?
Gerald is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gerald paid?
J.p. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Gerald for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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