Ameriprise Financial Services
29yrs
Top advisor by experience in Van Wert
10yrs
Based in Van Wert, Ohio, Thaison Leaser is a fiduciary financial advisor with 10 years of industry experience. Thaison joined Edward Jones in 2017, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.
One of 19 advisors with offices in Van Wert, and one of 17 fiduciaries.
At a glance
Experience10 years (since 2017)
How that compares ?More experience than 63% of advisors in Van Wert
Office707 Fox Road Suite 300, Van Wert, OH 45891
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
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
- 2017 – nowEdward JonesCurrent firm
Contact Thaison
707 Fox Road Suite 300Van Wert, OH 45891Office · Get directions Firm main line(314) 515-2000Headquarters: Edward Jones · St. Louis, MO
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Questions to ask Thaison
Tailored to Thaison’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 Thaison
How do I contact Thaison?
Call Edward Jones at (314) 515-2000 and ask for Thaison Leaser. Thaison works from the Van Wert, OH office.
How long has Thaison been a financial advisor?
Thaison has been in the industry since 2017, about 10 years. More experience than 63% of advisors in Van Wert.
What licenses does Thaison hold?
Series 66. Tap any license on this page to see what it allows.
Is Thaison a fiduciary?
Thaison is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thaison paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Thaison 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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