Jesse Thomas, Cfp®, Cepa®
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Jesse Thomas, Cfp®, Cepa® Email & Phone Number

Director at Pathstone at Pathstone
Location: Seattle, Washington, United States 6 work roles 2 schools
1 work email found @pathstone.com 5 phones found area 312 and 210 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 5 phones

Work email j****@pathstone.com
Direct phone (312) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Pathstone
Role
Director at Pathstone
Location
Seattle, Washington, United States
Company size
174 employees

Who is Jesse Thomas, Cfp®, Cepa®? Overview

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Quick answer

Jesse Thomas, Cfp®, Cepa® is listed as Director at Pathstone at Pathstone, a company with 174 employees, based in Seattle, Washington, United States. AeroLeads shows a work email signal at pathstone.com, phone signal with area code 312, 210, and a matched LinkedIn profile for Jesse Thomas, Cfp®, Cepa®.

Jesse Thomas, Cfp®, Cepa® previously worked as Director at Pathstone and Managing Director, Client Manager at Cornerstone Advisors, Inc. (Bellevue, Wa). Jesse Thomas, Cfp®, Cepa® holds M.S. from Northwestern University - Medill School Of Journalism.

Company email context

Email format at Pathstone

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*@pathstone.com
71% confidence

AeroLeads found 1 current-domain work email signal for Jesse Thomas, Cfp®, Cepa®. Compare company email patterns before reaching out.

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Profile bio

About Jesse Thomas, Cfp®, Cepa®

Jesse has more than 15 years of experience in the financial industry helping high net worth individuals and families achieve their financial goals. Over the course of his career, Jesse has developed a focus in helping business owners, and families with multi-generational wealth manage the impact of their wealth and assure that their financial planning strategy meets their goals and values.

Current workplace

Jesse Thomas, Cfp®, Cepa®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Pathstone
Pathstone
Director at Pathstone
boston, massachusetts, united states
Website
pathstone.com
Employees
174
AeroLeads page
Company profile
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6 roles

Jesse Thomas, Cfp®, Cepa® work experience

A career timeline built from the work history available for this profile.

Director

Current
Pathstone

Seattle, Washington, United States

Oct 2020 - Present

Managing Director, Client Manager

Cornerstone Advisors, Inc. (Bellevue, Wa)

Jesse provides personalized financial guidance to every individual, family, and institution he serves. In following Cornerstone’s guiding philosophy, to always uphold the client’s best interest, Jesse builds unbiased comprehensive wealth management strategies that allow clients to enjoy life beyond wealth. Over his years with Cornerstone, Jesse has been.

Jun 2018 - Sep 2020

District Branch Manager

Waddell & Reed, Inc.

Greater Seattle Area

  • As the District Branch Manager of the Greater Seattle Area office(s) of Waddell & Reed, I work closely with the Managing Principal to develop a team of financial advisors. As a delegate of the Managing Principal, some.
  • Recruiting, selection and licensing of financial advisors to one of two Waddell & Reed platforms.
  • Coaching financial advisors as they seek to build efficient, unique and growing practices.
  • Removing roadblocks that impede… Show more As the District Branch Manager of the Greater Seattle Area office(s) of Waddell & Reed, I work closely with the Managing Principal to develop a team of financial advisors. As.
  • Removing roadblocks that impede financial advisor success.
  • Executing frontline supervision, identifying and addressing supervisory issues as needed.
May 2014 - May 2018

Financial Advisor

Waddell & Reed, Inc.

Greater Seattle Area

Jun 2009 - Apr 2014

Account Executive

We Communications

Bellevue, WA

Strategic consulting & planning, brand management, crisis communications and media relations

Dec 2007 - Apr 2009

Reporter

Dow Jones Newswires

Chicago, IL

Covered financial derivatives markets, CME Group, including extensive coverage of the CME-CBOT merger, and the Federal Reserve

Jun 2006 - Dec 2007
Team & coworkers

Colleagues at Pathstone

Other employees you can reach at pathstone.com. View company contacts for 174 employees →

BS Brittany Stein Brittany Stein Colleague at Pathstone Atlanta, Georgia, United States, United States View → HB Haley Brekken Haley Brekken Colleague at Pathstone Boulder, Colorado, United States, United States View → JT Jessica Tavarez Jessica Tavarez Colleague at Pathstone New York, New York, United States, United States View → VR Vanessa Reynolds Vanessa Reynolds Colleague at Pathstone Greater Seattle Area, United States View → FD Frederick Davis Frederick Davis Colleague at Pathstone Atlanta, Georgia, United States, United States View → JH Jack Hemenway Jack Hemenway Colleague at Pathstone Wethersfield, Connecticut, United States, United States View → JC Jeremy Connerton Jeremy Connerton Colleague at Pathstone Washington, District Of Columbia, United States, United States View → AL Andrea Leech Cfp® Andrea Leech Cfp® Colleague at Pathstone Greater Seattle Area, United States View → DK David Kahn David Kahn Colleague at Pathstone Los Angeles, California, United States, United States View → JH John Harris, Cfp® John Harris, Cfp® Colleague at Pathstone Seattle, Washington, United States, United States View →
2 education records

Jesse Thomas, Cfp®, Cepa® education

M.S.

Northwestern University - Medill School Of Journalism

Started on broadcast track before completing the reporting and writing sequence. Extensive hands-on experience, as well as courses taken.

B.S.

University Of Oregon

Activities and Societies: Oregon Daily Emerald, Triathlon Team Studied arts and theater in London in 2002, four-year member of.

FAQ

Frequently asked questions about Jesse Thomas, Cfp®, Cepa®

Quick answers generated from the profile data available on this page.

What company does Jesse Thomas, Cfp®, Cepa® work for?

Jesse Thomas, Cfp®, Cepa® works for Pathstone.

What is Jesse Thomas, Cfp®, Cepa®'s role at Pathstone?

Jesse Thomas, Cfp®, Cepa® is listed as Director at Pathstone at Pathstone.

What is Jesse Thomas, Cfp®, Cepa®'s email address?

AeroLeads has found 1 work email signal at @pathstone.com for Jesse Thomas, Cfp®, Cepa® at Pathstone.

What is Jesse Thomas, Cfp®, Cepa®'s phone number?

AeroLeads has found 5 phone signal(s) with area code 312, 210 for Jesse Thomas, Cfp®, Cepa® at Pathstone.

Where is Jesse Thomas, Cfp®, Cepa® based?

Jesse Thomas, Cfp®, Cepa® is based in Seattle, Washington, United States while working with Pathstone.

What companies has Jesse Thomas, Cfp®, Cepa® worked for?

Jesse Thomas, Cfp®, Cepa® has worked for Pathstone, Cornerstone Advisors, Inc. (Bellevue, Wa), Waddell & Reed, Inc., We Communications, and Dow Jones Newswires.

Who are Jesse Thomas, Cfp®, Cepa®'s colleagues at Pathstone?

Jesse Thomas, Cfp®, Cepa®'s colleagues at Pathstone include Brittany Stein, Haley Brekken, Jessica Tavarez, Vanessa Reynolds, and Frederick Davis.

How can I contact Jesse Thomas, Cfp®, Cepa®?

You can use AeroLeads to view verified contact signals for Jesse Thomas, Cfp®, Cepa® at Pathstone, including work email, phone, and LinkedIn data when available.

What schools did Jesse Thomas, Cfp®, Cepa® attend?

Jesse Thomas, Cfp®, Cepa® holds M.S. from Northwestern University - Medill School Of Journalism.

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