Jeremy Thompson, financial advisor Beachwood OH

Jeremy Thompson

CRD Number: 4441474
Current Firm: Adaptive Financial Consulting, LLC

Jeremy Thompson (CRD# 4441474) is an Investment Advisor Representative working at Adaptive Financial Consulting, LLC in Beachwood, OH and has over 22 years of experience in the finance industry. Jeremy Thompson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Adaptive Financial Consulting, LLC Beachwood, OH Apr 2017 - Current 6
Stratos Wealth Partners, Ltd. Beachwood, OH Sep 2012 - Aug 2017 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2002
Contact Info for Jeremy B. Thompson
Phone Number: 440-359-3468
Registered State(s):
  • CA
  • LA
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    404
    MILLIONS
  • Total Number of Accounts
    512
    ACCOUNTS
  • Average Account Value
    $788,400
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, KY, LA, MA, MO, OH, OK, PA, SC, TX, UT

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