Spencer Thomas, Cws®

Spencer Thomas, Cws® Email and Phone Number

Chief Executive Officer @ JEBS Investments LLC
Atlanta, GA, US
Spencer Thomas, Cws®'s Location
Atlanta Metropolitan Area, United States, United States
Spencer Thomas, Cws®'s Contact Details

Spencer Thomas, Cws® work email

Spencer Thomas, Cws® personal email

About Spencer Thomas, Cws®

Financial services leader with over 20 years of experience in Wealth Management, Retail Banking, Insurance Sales, and Mortgage. Increased areas of responsibility within the organizations, including sales management, strategic development, and implementation, change management and customer experience. Currently the Executive Vice President for First Veterans Mortgage (a DBA of Nationwide Mortgage Bankers) and Co-Owner of multiple property investment companies. Previously served in key strategic roles for Cannon Financial Institute, Bank of the West, and Wells Fargo, including wealth and investment roles in multiple geographic locations, and have served in various executive roles with other organizations as well.Personal NMLS720904Branch NMLS1709987Company NMLS3029Equal Housing Opportunitynmlsconsumeraccess.org

Spencer Thomas, Cws®'s Current Company Details
JEBS Investments LLC

Jebs Investments Llc

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Chief Executive Officer
Atlanta, GA, US
Spencer Thomas, Cws® Work Experience Details
  • Jebs Investments Llc
    Chief Executive Officer
    Jebs Investments Llc
    Atlanta, Ga, Us
  • The Federal Savings Bank
    Vice President
    The Federal Savings Bank Sep 2024 - Present
    Chicago, Il, Us
    Happy to help with all of your residential lending needs!
  • Future Form Housing
    Chief Sales Officer (Cso)
    Future Form Housing May 2024 - Present
    Stuart, Florida, Us
    We are changing the way homes are built! Looking for a stronger, eco-friendly way to build a home or ADU? Reach out to us and we can show you how to make that happen.
  • Sweet Clover Lane Property Investments
    Co-Owner
    Sweet Clover Lane Property Investments Sep 2023 - Present
    Windsor, Colorado, Us
    We help people that want to buy and own real estate but don’t have the time or experience to do it by themselves.
  • Patriot Property Investment Group
    Chairman
    Patriot Property Investment Group Nov 2022 - Present
    We are a group of veterans and patriots that look for great opportunities to invest in this great country and earn a great return for us and our investors! Reach out to us if you have a good opportunity for us to review or if you want work with us.
  • Jebs Investments Llc
    Owner
    Jebs Investments Llc Jun 2018 - Present
    Variety of investments, real estate, jewelry, medical equipment. Specializing in growing wealth.
  • P. A.V. E.
    Founder And Ceo
    P. A.V. E. Jul 2017 - Present
    Athens, Ga, Us
    Having served in the Army Reserve, I realized that while our soldiers get excellent training on how to be soldiers, they do not always know who to turn to for things like financial, legal, benefits, taxes, etc... I believe that it is our duty, as Americans, to take care of those that are willing to give up their lives to keep us safe. I am also tired of seeing our veterans homeless, or impoverished just because they don't know who to turn to for help. I am not alone in these beliefs, and we have decided to use the technology of our time to help our veterans get connected with those professionals that can provide the advice/direction they need and help "P.A.V.E." the way forward. If you are willing to be on our list of "professional pavers," please let me know. We do not ask for money or physical donations, just for a little bit of your time and expertise.
  • Nationwide Mortgage Bankers, Inc.
    Evp First Veterans Mortgage
    Nationwide Mortgage Bankers, Inc. May 2023 - Sep 2024
    Melville, New York, Us
  • Crosscountry Mortgage, Llc
    Vice President Of Veteran Sales
    Crosscountry Mortgage, Llc Aug 2022 - May 2023
    Cleveland, Ohio, Us
    925 North Point Parkway Suite 150, Alpharetta, GA 30005
  • American Mortgage Network
    Co-Owner/Branch Manager
    American Mortgage Network Sep 2019 - Aug 2022
    Us
    MY NMLS ID 720904 AMNET ESOP NMLS ID 1833427
  • Active Duty Passive Income
    Co-Owner/Chief Financial Services Officer
    Active Duty Passive Income Oct 2018 - Aug 2022
    St Petersburg, Florida, Us
    A few of us who have served in the military, and some who are still serving, are tired of not receiving or knowing where to go for sound financial education, specifically for those who have/are serving. We are going to change that.
  • Cannon Financial Institute
    Vp, Managing Consultant
    Cannon Financial Institute Dec 2016 - Oct 2020
    Athens, Georgia, Us
  • Bank Of The West
    Vp/Sr. Private Client Advisor
    Bank Of The West Oct 2014 - Dec 2016
    Chicago, Illinois, Us
    Recognized subject matter expert. Managed large projects/processes with limited oversight. Was the first initial point of contact and the primary contact to Bank of the West’s highest income/net worth clients. Worked with clients with assets ranging from $3.5M to $125M. Was responsible for managing a portfolio of clients; maximized client engagement by assessing, understanding, and identifying clients' banking needs and provided/arranged a wide array of holistic wealth advice. Offered Solutions such as:• Wealth Planning• Investment Management• Family Dynamics• Deposit and Cash Management Services• Custom Credit Strategies and Solutions• Trust and Fiduciary Services• Specialized Wealth Services, such as Philanthropic Services, Business Advisory Services, Estate Services, and Real Estate Asset Management
  • Wells Fargo
    Senior Private Banker
    Wells Fargo 2010 - 2014
    San Francisco, California, Us
    Provided HNW and UHNW individuals and families with personalized wealth management solutions, including: • Wealth Planning• Investment Management • Family Dynamics• Deposit and Cash Management Services• Custom Credit Strategies and Solutions• Trust and Fiduciary Services • Specialized Wealth Services, such as Philanthropic Services, Business Advisory Services, Estate Services, and Real Estate Asset Management
  • Empyrean Business Group (Empyrean Mortgage)
    Coo
    Empyrean Business Group (Empyrean Mortgage) 2008 - 2010
  • Wells Fargo
    Premier Banker Ii
    Wells Fargo 2005 - 2008
    San Francisco, California, Us
  • United States Army Reserve
    Chemical, Biological, Radiological, And Nuclear (Cbrn) Specialist
    United States Army Reserve 2000 - 2006
    Fort Liberty, Nc, Us
    •Assisted in the establishment and application of NBC defense measures •Provided training advice and supervision regarding the proper use and maintenance procedures for chemical equipment and chemical operations •Operated and performed operator maintenance on smoke generating equipment, NBC identification/detection and decontamination equipment •Assisted in preparing and maintaining disaster operations plans •Trained military and civilian personnel on what to do in an emergency •Operated and maintained nuclear, biological and chemical detection and decontamination equipment •Conducted surveys to determine needs in the event of an emergency •Monitored disaster preparedness activities and training operations

Spencer Thomas, Cws® Skills

Investments Banking Finance Private Banking Loans Portfolio Management Credit Financial Services Mortgage Lending Small Business Lending Loan Origination Commercial Banking Credit Analysis Consumer Lending Relationship Management Cross Selling Commercial Lending Wealth Management Retail Banking Lines Of Credit Asset Management Cash Management Insurance Refinance Residential Mortgages Hold Series 66 Fha Series 63 Life Insurance Series 7 Asset Based Lending Wealth Management Services Sba Commercial Mortgages Credit Cards Securities Va Loans Retirement Fixed Annuities Trust And Estate Banking Mortgage Underwriting Fha Financing Reverse Mortgages Leadership Management Strategic Planning Business Analysis Business Development Business Process Improvement C Suite Sales Hold Series 7 Mortgage Banking Home Equity Lines Of Credit

Spencer Thomas, Cws® Education Details

  • Brenau University
    Brenau University
    Mba With A Focus In Business Analytics
  • Brigham Young University - Idaho
    Brigham Young University - Idaho
    And Related Support Services
  • Purdue Global Law School
    Purdue Global Law School
    Law
  • Cannon Financial Institute
    Cannon Financial Institute
    Certified Wealth Strategist
  • Cannon Financial Institute
    Cannon Financial Institute
    Trust And Estate Planning

Frequently Asked Questions about Spencer Thomas, Cws®

What company does Spencer Thomas, Cws® work for?

Spencer Thomas, Cws® works for Jebs Investments Llc

What is Spencer Thomas, Cws®'s role at the current company?

Spencer Thomas, Cws®'s current role is Chief Executive Officer.

What is Spencer Thomas, Cws®'s email address?

Spencer Thomas, Cws®'s email address is th****@****hoo.com

What is Spencer Thomas, Cws®'s direct phone number?

Spencer Thomas, Cws®'s direct phone number is +142526*****

What schools did Spencer Thomas, Cws® attend?

Spencer Thomas, Cws® attended Brenau University, Brigham Young University - Idaho, Purdue Global Law School, Cannon Financial Institute, Cannon Financial Institute.

What are some of Spencer Thomas, Cws®'s interests?

Spencer Thomas, Cws® has interest in Spending Time With My Family, Education, Fishing, Golfing.

What skills is Spencer Thomas, Cws® known for?

Spencer Thomas, Cws® has skills like Investments, Banking, Finance, Private Banking, Loans, Portfolio Management, Credit, Financial Services, Mortgage Lending, Small Business Lending, Loan Origination, Commercial Banking.

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