Jesse Thomas
CFP®
Director
- Shareholder
As a Director in the firm’s Seattle, WA office, Jesse is responsible for providing highly-customized solutions designed to improve and simplify the financial lives of the clients he serves. With more than 11 years’ experience, Jesse has led coordination and advising for clients on a range of complex solutions related to investment, estate, tax and insurance planning to help ensure families manage the impact of their wealth and assure that their financial planning strategy meets their goals and values.
Prior to Pathstone, Jesse was a Managing Director and Client Manager with Cornerstone Advisors providing personalized guidance for the complex needs of high net worth clients and families, with a focus on serving business owners in advanced planning prior to a liquidity event. Prior to Cornerstone, Jesse worked with an independent broker-dealer for nearly 9 years, building a practice of clientele as a Financial Advisor, and then becoming a Branch Manager.
Jesse is a Certified Financial Planner™ professional. Jesse earned his Master of Science Degree from Northwestern University’s Medill School of Journalism in 2006 where he then started his career as a markets reporter for Dow Jones Newswires reporting on financial derivatives and Federal Reserve interest rate policy.
Outside of Pathstone, Jesse enjoys spending time outdoors with his wife and young son. He’s involved in the community as a member of Seattle 4 Rotary where he serves on the Board of Directors, and is also a Board Member for the Rotary Boys & Girls Club of King County.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Group
Certification
Office
As a Director in the firm’s Seattle, WA office, Jesse is responsible for providing highly-customized solutions designed to improve and simplify the financial lives of the clients he serves. With more than 11 years’ experience, Jesse has led coordination and advising for clients on a range of complex solutions related to investment, estate, tax and insurance planning to help ensure families manage the impact of their wealth and assure that their financial planning strategy meets their goals and values.
Prior to Pathstone, Jesse was a Managing Director and Client Manager with Cornerstone Advisors providing personalized guidance for the complex needs of high net worth clients and families, with a focus on serving business owners in advanced planning prior to a liquidity event. Prior to Cornerstone, Jesse worked with an independent broker-dealer for nearly 9 years, building a practice of clientele as a Financial Advisor, and then becoming a Branch Manager.
Jesse is a Certified Financial Planner™ professional. Jesse earned his Master of Science Degree from Northwestern University’s Medill School of Journalism in 2006 where he then started his career as a markets reporter for Dow Jones Newswires reporting on financial derivatives and Federal Reserve interest rate policy.
Outside of Pathstone, Jesse enjoys spending time outdoors with his wife and young son. He’s involved in the community as a member of Seattle 4 Rotary where he serves on the Board of Directors, and is also a Board Member for the Rotary Boys & Girls Club of King County.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
