Wealthcare Advisory Partners
47yrs
Top advisor by experience at Wealthcare Advisory Partners
32yrs
Based in Easton, Pennsylvania, Jon Thomas is a fiduciary financial advisor with 32 years of industry experience. Jon has been with LPL Financial since 2025; before that, Jon spent six years at Cadaret, Grant & CO.. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 68 advisors with offices in Easton, and one of 65 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 13% by experience nationwide
Office2529 Northampton Street, Easton, PA 18045
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
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.
Career
- Jul 2025 – nowLPL Financial LLCCurrent firm
- 2019 – 2025Cadaret, Grant & CO., Inc.Previously
Contact Jon
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Jon. 2529 Northampton StreetEaston, PA 18045Office · Get directions Facebook pageLPL Financial
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Questions to ask Jon
Tailored to Jon’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?
- 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
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About Jon
How do I contact Jon?
Call LPL Financial at (704) 733-3300 and ask for Jon Thomas. Jon works from the Easton, PA office.
How long has Jon been a financial advisor?
Jon has been in the industry since 1994, about 32 years. Top 13% by experience nationwide.
What licenses does Jon hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jon paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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