Edmon "Jake" Tomes

Chief Executive Officer & Private Wealth Advisor

As the CEO of Level Four® Advisory Services, LLC (Level Four®), Jake is dedicated to building the firm of the future and driving its vision. Since forming Level Four® in 2000, it has been his goal to disrupt the financial services industry and to lead and embrace change. Level Four® has tasked itself with the mission of “changing the way financial advice is delivered to you.” When many traditional firms were still focused on product sales and asset management services and only had limited ways to engage with financial professionals, Jake was focused on offering a truly fiduciary client experience. Today, Level Four’s clients have access to a diverse team of specialists focused on the delivery of independent financial advice, not exclusively nor dependent upon assets under management. This approach has allowed clients to receive objective and personalized financial advice. In 2014, Jake led the merger with Top 20 CPA firm Carr, Riggs & Ingram, LLC to make one of the largest wealth management firms in the country. With 20 years of experience in the industry and 200 associates, Jake uses his expertise to build upon the rapid growth of the Level Four® companies. Jake holds multiple Investment Advisor, FINRA, and Insurance licenses as he leads the Level Four® Advisory Services team.
EDUCATION Bachelor of Science, Ambassador University Master of Science, University of North Texas

Dallas

12400 Coit Road, Suite 700
Dallas, Texas 75251

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Level Four Capital Management

Investment advice offered through Level Four Capital Management, LLC, an SEC registered investment advisor. The content herein is derived from sources believe to be reliable and accurate. The information contained herein is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for informational purposes only, and should not be considered as a solicitation for the purchase or sale of any security.

Level Four Advisory

Check the background of your financial professional on FINRA's BrokerCheck.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities offered through Level Four Financial, LLC, a registered broker dealer and member of FINRA/SIPC. Advisory services are offered through Level Four Advisory Services, LLC, an SEC-registered investment advisor. Accounts carried by Raymond James & Associates, Inc. Member New York Stock Exchange/SIPC. Neither Level Four Financial, LLC nor Level Four Advisory Services, LLC offer tax or legal advice. Please contact your tax or legal professional for specific information regarding your individual situation. Level Four Financial Registered Representatives associated with this site may discuss and/or transact securities business only with residents in states where they are registered. Please refer to https://brokercheck.finra.org for additional information.

Level Four Group, LLC is a division of CRI Capital Group, LLC, a subsidiary of CRI Advisors, LLC. “CRI" is the brand name under which Carr, Riggs & Ingram, L.L.C. (“CPA Firm”) and CRI Advisors, LLC (“Advisors”) and its subsidiary entities provide professional services. CPA Firm and Advisors (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. CPA Firm is a licensed independent CPA firm that provides attest services to its clients, and Advisors and its subsidiary entities provide tax and business consulting services to their clients. Advisors and its subsidiary entities are not licensed CPA firms.

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