Director Of Financial Planning
Current
Oct 2020 - Present
AeroLeads people directory · profile
Jonathan Thomason Email & Phone Number
Director Of Financial Planning at Agile Wealth Partners
at
Agile Wealth Partners
1 work email found
@agilewealthpartners.com
2 phones found area 314
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Director Of Financial Planning at Agile Wealth Partners
Location
Northville, Michigan, United States
Company size
Who is Jonathan Thomason? Overview
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Quick answer
Jonathan Thomason is listed as Director Of Financial Planning at Agile Wealth Partners at Agile Wealth Partners, a with 4 employees, based in Northville, Michigan, United States. AeroLeads shows a work email signal at agilewealthpartners.com, phone signal with area code 314, and a matched LinkedIn profile for Jonathan Thomason.
Jonathan Thomason previously worked as Director Of Financial Planning at Agile Wealth Partners and Senior Financial Consultant at Td Ameritrade. Jonathan Thomason holds Personal Financial Planning from Kansas State University.
Company email context
Email format at Agile Wealth Partners
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{first}@agilewealthpartners.com
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AeroLeads found 1 current-domain work email signal for Jonathan Thomason. Compare company email patterns before reaching out.
Profile bio
About Jonathan Thomason
I have over a decade of financial advisory experience working with clients and over 20 years experience in personal finance and investing. I have a true passion for the markets and helping clients achieve both personal and financial goals. I attended The American College of Financial Services where I completed the RICP program (Retirement Income Certified Professional) in 2018 and hold that designation. I hold a Series 66 Licensing and I have passed the CFP Exam in 2020. In my downtime I love playing golf, billiards and spending time with my beautiful wife & 2 children.
Listed skills include Investments, Financial Services, Finance, Series 7, and 14 others.
Current workplace
Jonathan Thomason's current company
Company context helps verify the profile and gives searchers a useful next step.
Agile Wealth Partners
4 roles
Jonathan Thomason work experience
A career timeline built from the work history available for this profile.
Senior Financial Consultant
Feb 2018 - Oct 2020
Investment Consultant
Dec 2013 - Feb 2018
Financial Advisor
Mar 2013 - Oct 2013
4 education records
Jonathan Thomason education
Personal Financial Planning
Ricp, Retirement Income Planning
Cfp, Certified Financial Planner
Education record
FAQ
Frequently asked questions about Jonathan Thomason
Quick answers generated from the profile data available on this page.
What company does Jonathan Thomason work for?
Jonathan Thomason works for Agile Wealth Partners.
What is Jonathan Thomason's role at Agile Wealth Partners?
Jonathan Thomason is listed as Director Of Financial Planning at Agile Wealth Partners at Agile Wealth Partners.
What is Jonathan Thomason's email address?
AeroLeads has found 1 work email signal at @agilewealthpartners.com for Jonathan Thomason at Agile Wealth Partners.
What is Jonathan Thomason's phone number?
AeroLeads has found 2 phone signal(s) with area code 314 for Jonathan Thomason at Agile Wealth Partners.
Where is Jonathan Thomason based?
Jonathan Thomason is based in Northville, Michigan, United States while working with Agile Wealth Partners.
What companies has Jonathan Thomason worked for?
Jonathan Thomason has worked for Agile Wealth Partners, Td Ameritrade, Scottrade, and Edward Jones.
Who are Jonathan Thomason's colleagues at Agile Wealth Partners?
Jonathan Thomason's colleagues at Agile Wealth Partners include Taylor Eagle and John Oliver.
How can I contact Jonathan Thomason?
You can use AeroLeads to view verified contact signals for Jonathan Thomason at Agile Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Thomason attend?
Jonathan Thomason holds Personal Financial Planning from Kansas State University.
What skills is Jonathan Thomason known for?
Jonathan Thomason is listed with skills including Investments, Financial Services, Finance, Series 7, Financial Planning, Series 66, Life And Health Insurance Licenses, and Strategic Financial Planning.
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