# Jonathan Thomas

> Jonathan Thomas is a fee-only financial advisor at JQL Wealth, LLC in Pittsford, New York, who holds the CFP and CCFC credentials. Jonathan charges a percentage of assets and an ongoing planning fee and focuses on retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/jonathan-thomas/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** JQL Wealth, LLC
- **Based in:** Pittsford, New York
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $44.9M across 21 accounts
- **Credentials:** CFP, CCFC
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 6135689 (https://adviserinfo.sec.gov/individual/summary/6135689)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 65 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://jqlwealth.com

## Frequently asked questions

### Is Jonathan Thomas a fee-only financial advisor?

Yes. Jonathan Thomas is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jonathan's firm.

### How does Jonathan Thomas charge for financial advice?

Jonathan Thomas charges a percentage of assets and an ongoing planning fee.

### Where is Jonathan Thomas based?

Jonathan Thomas is based in Pittsford, New York.

### What does Jonathan Thomas specialize in?

Jonathan Thomas's specialties include retirement planning and tax planning. Jonathan works with pre-retirees and retirees.

### What credentials does Jonathan Thomas hold?

Jonathan Thomas holds the CFP and CCFC credentials.

### Is Jonathan Thomas registered with the SEC?

Yes. Jonathan Thomas is registered as an investment adviser representative in NY (CRD 6135689), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does JQL Wealth, LLC manage?

JQL Wealth, LLC reports $44.9M across 21 accounts in assets under management.

### How do I contact Jonathan Thomas?

Through Jonathan Thomas's website, jqlwealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/jonathan-thomas-56922): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.jqlwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.