Jevon Thomas

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

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

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