Jesse Thomas

Jesse Thomas

Retirement Planning Specialist

Jesse joined AXA Advisors, LLC in 1999. Previously, Jesse had an eight-year career in banking where he developed his passion for helping guide others through the process of reaching their individual financial goals and needs. 

 

His business focuses on helping to personalize comprehensive financial planning, retirement funding and estate preservation planning strategies.

 

Jesse enjoys helping owners of closely-held businesses protect their assets, provide cost-effective employee benefits, and to help ensure the long-term stability of their businesses.

 

To afford his clients additional resources, he merged his practice with The Rockland Group – Wealth Management, LLC.  This alignment will provide access to specialized teams focused on the creation and implementation of the intricate details of an individual’s financial plan.

 

Jesse resides in Reading, Pennsylvania with his wife and children. 


Jesse has been awarded the title of Retirement Planning Specialist by AXA Advisors based on the successful receipt of a Certificate in Retirement Planning from The Wharton School, University of Pennsylvania.

Accreditations:

B.S. Business Administration

Albright College, Magna cum Laude

Rutgers, The State University of NJ

Villanova University

 

Financial Industry Regulatory Authority (FINRA)

Series 7, 6, 63, 65 & 24

 

Life, Health, Annuity and Accident Insurance Licenses

 

Professional Memberships:

Million Dollar Round Table Member

Albright College, The 1856 Legacy Society Member

Berks County Chamber of Commerce Member

 

Civic Activities:

Borough of St. Lawrence

Borough Council Member, 2001- 2005

Planning Commission Vice Chairman, 2001- 2005

Albright College

Chairman of the Advisory Committee to the Office of Development, 2004- 2005

 

Berks County Latino Chamber of Commerce

Member of Board of Directors, 2009- Present

Chair of Membership & Marketing Community, 2010


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

The Rockland Group Wealth Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 610-780-4131
Fax 877-256-7095