Jevon Thomas – BTA Advisory Group

Jevon Thomas

Director of Retirement Plans

As a retirement plan consultant I help business owners create results-oriented retirement plan solutions for their organizations. Successful retirement plans have processes and practices that fulfill the owners fiduciary responsibilities, educate participants and most importantly help participants reach their retirement goals.

Call me for help with the following types of retirement plans: 401k, 403b, 457(b), 457(f), 457 Governmental, Defined Benefit, ESOP and Nonqualified retirement plans

I'm good at helping clients with the following:
• Plan design and analysis
• Investment/ fee benchmarking and analysis
• Employee education
• Fiduciary Liability

Specialized Education:
• Bachelor of Business Administration, International Business, University of Alaska- Fairbanks
• Securities Registrations: Series 6, 7 and 63
• Life and health insurance licenses

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Insurance and Retirement Services offered through BTA Advisory Group DBA Associates & Insurance Concepts Services, Inc.

Registered representative and securities offered through World Equity Group, Inc. member FINRA and SIPC

BTA Advisory Group DBA Associates & Insurance Concepts, Inc. is not owned or controlled by World Equity Group, Inc.

Copyright 2017. BTA Advisory Group. All Rights Reserved. Securities offered through World Equity Group, Inc. member FINRA and SIPC. Investment advisory services offered through Wealth Teams Alliance, Inc., a Registered Investment Advisor. Faison Wealth Services, Associates in Insurance Concepts, Inc. dba BTA Advisory Group, and Wealth Teams Alliance, Inc. are separate entities and are not owned or controlled by World Equity Group, Inc.

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