Merrill
45yrs
Top advisor by experience in Pittsford
10yrs
Jonathan Thomas
Financial advisor at JQL Wealth
Based in Pittsford, New York, Jonathan Thomas is a fiduciary financial advisor with 10 years of industry experience. Jonathan joined JQL Wealth in 2026, after five years at LVW Advisors and three years at McKinley Carter Wealth Services. Jonathan holds the CFP® designation.
One of 364 advisors with offices in Pittsford, and one of 305 fiduciaries.
At a glance
Experience10 years (since 2017)
How that compares ?10 years in the industry
OfficePittsford, NY
FirmJQL Wealth
How the firm is paid ?Percent of assets
Typical client at the firm ?$2.14 million
States licensed ?1 state
Services through JQL Wealth
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Apr 2026 – nowJQL WealthCurrent firm
- 2021 – 2026LVW Advisors, LLCPreviously
- 2017 – 2020McKinley Carter Wealth Services, Inc.Previously
Contact Jonathan
(570) 332-5680JQL Wealth main office Pittsford, NYOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- 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 Jonathan
How do I contact Jonathan?
Call JQL Wealth at (570) 332-5680 and ask for Jonathan Thomas. Jonathan works from the Pittsford, NY office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2017, about 10 years. 10 years in the industry.
What licenses does Jonathan hold?
Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
JQL Wealth reports being paid by a percentage of the assets they manage. Ask Jonathan 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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