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1207 Penn Ave
Wyomissing, PA 19610
Phone:
  • 610 780-4131
Accreditations: B.S. Business Administration     Albright College, Magna cum Laude     Rutg... Read More

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Jesse Thomas

Accreditations:

B.S. Business Administration
    Albright College, Magna cum Laude
    Rutgers, The State University of NJ
    Villanova University
Certificate in Retirement Planning
     Wharton School, University of PA
Financial Industry Regulatory Authority (FINRA)
    Series 7, 6, 63, 65 & 24
Life, Health, Annuity and Accident Insurance Licenses
 
 
Professional Memberships:
Secretary of Berks County Latino Chamber of Commerce
Million Dollar Round Table
Albright College, The 1856 Legacy Society
Berks County Chamber of Commerce

Jesse Thomas joined AXA Advisors in 1999.  Previously, Jesse had an eight-year career in banking.  His business focuses on helping others through  financial strategies, retirement funding and estate preservation planning.  Jesse enjoys helping owners of closely-held businesses protect their assets, provide cost-effective employee benefits, and insure the long-term stability of their businesses.  In 2001, Jesse was appointed as Divisional Vice President in the Lehigh Valley Office, where he spent 8 years building a district focusing on the Berks and Lehigh areas.

For business owners, we have generally found there are three basic concerns where we help provide strategies.

The first is business succession planning, or passing the baton. We work together with the client's CPA and attorney to help ensure the proper planning is in place for a smooth transition of business interest, and help make sure the family is taken care of in the event of a premature death,disability, or life time retirement.

The next concern is employee benefit programs, which encompasses retirement plans, executive benefits and salary continuation plans. Our focus is to help provide a cost and tax effective mix of benefits to attract and retain your key people.

The third issue is business tunnel vision-the tendency for some business owners to plan primarily for their businesses, leaving some personal planning issues to help ensure business owners have their own personal financial planning is in order.

Jesse lives in Wyomissing, Pennsylvania with his son, R.J.

 

The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck