Jeffrey Thomas
Arkos · Houston, Texas
Jeffrey Thomas is a fee-only financial advisor at Arkos in Houston, Texas. Jeffrey focuses on family wealth transfer, estate & legacy planning and small business owners. Arkos reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Jeffrey →
Specialties
Who they serve
- Founders
- Executives
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Arkos |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.15B across 444 accounts |
| SEC registration | Investment adviser representative in TX · CRD 1713517 |
| Exams passed | Series 63 (1995) · Series 65 (1995) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.arkosglobal.com |
Request an introduction to Jeffrey
Tell Jeffrey a little about what you're looking for. Jeffrey isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jeffrey
Is Jeffrey Thomas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Arkos reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Arkos, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jeffrey Thomas based?
Jeffrey Thomas is based in Houston, Texas.
What does Jeffrey specialize in?
Jeffrey's specialties include family wealth transfer, estate & legacy planning and small business owners. Jeffrey works with founders, executives, ultra high net worth and multi-generational families.
Is Jeffrey Thomas registered with the SEC?
Yes. Jeffrey Thomas is registered as an investment adviser representative in TX (CRD 1713517), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Arkos manage?
Arkos reports $1.15B across 444 accounts in assets under management.
How do I contact Jeffrey Thomas?
Through Jeffrey's website, www.arkosglobal.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Arkos website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.