JF
James Francis Thomas
CRD 1101127
Certified Financial Planner
Chartered Financial Consultant
Firms
| Firm | Role | As of |
|---|---|---|
| Calton & Associates, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Superior Planning, Llc
Ttee Of The James F. & M. Elizabeth Thomas Revocable Trust · Less than 5% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗