Jonathan Thomas
JQL Wealth, LLC · Pittsford, New York
Jonathan Thomas is a fee-only financial advisor at JQL Wealth, LLC in Pittsford, New York, who holds the CFP and CCFC credentials.
- $45M
- Firm assets managed
- $2M
- Firm's average account
- 2017
- First securities exam
What Jonathan focuses on
Who Jonathan works with
- Pre-retirees
- Retirees
How does Jonathan's firm compare?
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JQL Wealth, LLC's average account is about $2.1 million, from its Form ADV (assets managed divided by 21 accounts).
Questions about Jonathan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | JQL Wealth, LLC |
|---|---|
| Based in | Pittsford, New York |
| Fee model | Percentage of assets · Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $44.9M across 21 accounts |
| Credentials | CFP · CCFC |
| SEC registration | Investment adviser representative in NY · CRD 6135689 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | jqlwealth.com |
| Profile |
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Other fee-only advisors in Pittsford
Other advisors in New York who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- JQL Wealth, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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