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Advisors / New Jersey / Short Hills
28yrs

Amanda Thomas

Financial advisor at Wells Fargo Advisors

Based in Short Hills, New Jersey, Amanda Thomas is a fiduciary financial advisor with 28 years of industry experience. Amanda has been with Wells Fargo Advisors since 2026; before that, Amanda spent seven years at Merrill. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.

One of 318 advisors with offices in Short Hills, and one of 301 fiduciaries.

Short Hills, NJ 07078Top 20% by experience nationwideFiduciary advisor
Call the officeDirections

At a glance

Experience28 years (since 1998)
How that compares ?Top 20% by experience nationwide
Office51 John F Kennedy Parkway, Short Hills, NJ 07078
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state

Services through Wells Fargo Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther 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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. May 2026 – now
  2. Apr 2025 – now
  3. 2018 – 2025
    MerrillPreviously
  4. 2016 – 2018

Questions to ask Amanda

Tailored to Amanda’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Amanda

How do I contact Amanda?

Call Amanda’s local office at (973) 467-4000 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Amanda Thomas.

How long has Amanda been a financial advisor?

Amanda has been in the industry since 1998, about 28 years. Top 20% by experience nationwide.

What licenses does Amanda hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Amanda a fiduciary?

Amanda is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Amanda paid?

Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Amanda 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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