Zimmerman Wealth Management
43yrs
Top advisor by experience in Evanston
23yrs
Brett Thomas
Financial advisor at J.P. Morgan Securities
Brett Thomas has worked in the financial industry for 23 years and is a fiduciary financial advisor based in Evanston, Illinois. After six years at Chase Investment Services and a year at UBS Financial Services, Brett joined J.P. Morgan Securities in 2012, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 103 advisors with offices in Evanston, and one of 97 fiduciaries.
At a glance
Experience23 years (since 2004)
How that compares ?Top 14% by experience at J.P. Morgan Securities
Office1603 Orrington Avenue, Evanston, IL 60201
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
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.
Series 66Uniform Combined State Law Examination
Career
- 2012 – nowJ.P. Morgan Securities LLCCurrent firm
- 2006 – 2012Chase Investment Services Corp.Previously
- Mar 2004 – Nov 2004UBS Financial Services Inc.Previously
Contact Brett
(800) 999-2000Firm headquarters in New York, NY. Ask for Brett. 1603 Orrington AvenueEvanston, IL 60201Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Brett
Tailored to Brett’s registration and firm.
- 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
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About Brett
How do I contact Brett?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Brett Thomas. Brett works from the Evanston, IL office.
How long has Brett been a financial advisor?
Brett has been in the industry since 2004, about 23 years. Top 14% by experience at J.P. Morgan Securities.
What licenses does Brett hold?
Series 66. Tap any license on this page to see what it allows.
Is Brett a fiduciary?
Brett is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brett paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Brett 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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