LPL Financial
32yrs
Top advisor by experience in American Fork
13yrs
Based in American Fork, Utah, John Thomas is a fiduciary financial advisor with 13 years of industry experience. John has been with Fortis Wealth Management since 2022; before that, John spent a year at Foxstone Financial and six years at CG Advisory Services. Fortis Wealth Management offers investment management and retirement plan consulting and is paid through a percentage of assets.
One of 36 advisors with offices in American Fork, and one of 34 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 64% of advisors in American Fork
Office12 W 100 N Suite 201a, American Fork, UT 84003
How the firm is paid ?Percent of assets
Typical client at the firm ?$152,499
States licensed ?1 state
Services through Fortis Wealth Management
Investment management for individuals and small businessesRetirement plan consulting
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 65Uniform Investment Adviser Law Examination
Career
- 2022 – nowFortis Wealth Management, LLCCurrent firm
- Apr 2022 – Feb 2023Foxstone FinancialPreviously
- 2016 – 2022CG Advisory ServicesPreviously
- 2013 – 2016Allegis Investment Advisors, LLCPreviously
Contact John
(801) 341-9590Fortis Wealth Management main office 12 W 100 N Suite 201aAmerican Fork, UT 84003Office · Get directions Instagram pageFortis Wealth Management
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Questions to ask John
Tailored to John’s registration and firm.
- 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 John
How do I contact John?
Call Fortis Wealth Management at (801) 341-9590 and ask for John Thomas. John works from the American Fork, UT office.
How long has John been a financial advisor?
John has been in the industry since 2013, about 13 years. More experience than 64% of advisors in American Fork.
What licenses does John hold?
Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Fortis Wealth Management reports being paid by a percentage of the assets they manage. Ask John 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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