Advisor at Alpha Asset Management
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Firm
Alpha Asset Management
Location
Akron, OH 44308
Credentials
Series 63, Series 65
Industry experience
35 years
Jeffrey Thomas is a financial advisor at Alpha Asset Management in Akron, Ohio, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has worked at Alpha Asset Management since 1996 and American Heritage Securities Inc since 2013. Thomas is also president of JCT Investment Counsel, a fee-based investment management firm. Alpha Asset Management is a fee-based registered investment advisor serving primarily individual clients and a limited number of institutions. The firm employs a discretionary portfolio management approach focused on large-cap equities, investment-grade bonds, and investment-company securities, combining top-down secular-cycle analysis with bottom-up security selection.
$0 - $1,000,000: 1.00% annually (Equity and Balanced accounts) $1,000,000 - $5,000,000: 0.75% annually (Equity and Balanced accounts) $5,000,000+: Negotiable (Equity and Balanced accounts) $0 - $5,000,000: 0.5% annually (Fixed Income accounts) $5,000,000+: Negotiable (Fixed Income accounts)
Principal receives trailing commissions for some mutual fund investments through affiliated broker/dealer; also receives commissions as registered representative and insurance agent when acting in those capacities
Account minimum: $250,000 Fee-only: Fees are based only on assets under management; no commissions for advisory services
50 South Main Street, Suite 1210
Akron, OH 44308
Florida · Ohio
American Heritage Securities Inc
2013 - Present (13 years)
Alpha Asset Management
1996 - Present (30 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Akron, OH
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CFP®
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