Jay Thompson, financial advisor Bakersfield CA
93 score

Jay Thompson

CRD 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.

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Company Name Location Dates Years
Golden Empire Services Bakersfield, CA Apr 2015 - Current 1
Transamerica Financial Advisors, Inc. Bakersfield, CA Jan 2012 - Current 4
Small Business Development Center Bakersfield, CA Sep 2010 - Current 6
Commercial Property Agua Dulce, CA Jun 2009 - Current 7
World Financial Group Burbank, CA Apr 2008 - Current 8
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
Contact Info for Jay R. Thompson
Phone Number: 727-299-1800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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