Jay ThompsonCRD Number: 5585377
Current Firm: Transamerica Financial Advisors, Inc.
Jay Thompson (CRD# 5585377) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Bakersfield, CA and has over 8 years of experience in the finance industry.
Lincoln Financial Advisors Corporation
Barnes Wealth Management Group
Royal Alliance Associates, Inc.
|Golden Empire Services||Bakersfield, CA||Apr 2015 - Current||2|
|Transamerica Financial Advisors, Inc.||Bakersfield, CA||Jan 2012 - Current||5|
|Small Business Development Center||Bakersfield, CA||Sep 2010 - Current||6|
|Commercial Property||Agua Dulce, CA||Jun 2009 - Current||8|
|World Financial Group||Burbank, CA||Apr 2008 - Current||9|
|Apogee Consulting||Bakersfield, CA||Apr 2012 - Apr 2015||3|
|Investment Advisors International Inc.||Duluth, GA||Feb 2009 - Jan 2012||2|
|World Group Securities, Inc.||Burbank, CA||Aug 2008 - Jan 2012||3|
|Sierra Dulce Enterprises Inc.||Newhall, CA||Mar 1987 - Jun 2011||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2008|
|S65||NASAA Investment Advisors Law Examination||Feb 2009|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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