Jeremy Thompson, financial advisor Beachwood OH
96 score

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 16 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.

Similar Advisors
Robert Gavlak, financial advisor Beachwood OH
Robert J. Gavlak
CRD# 5686543
Strategic Wealth Partners, Ltd.
Score
106
Similar Advisors
Jeffrey Bogart, financial advisor Beachwood OH
Jeffrey A. Bogart
CRD# 2049796
Jeffrey A Bogart Investment Advisor
Score
103
Similar Advisors
Stephen Eppich, financial advisor Beachwood OH
Stephen A. Eppich
CRD# 1454349
Liberty Partners Capital Management, LLC
Score
103
Professional Designations
Company Name Location Dates Years
Adaptive Financial Consulting, LLC Beachwood, OH Apr 2017 - Current 1
Stratos Wealth Partners, Ltd. Beachwood, OH Sep 2012 - Current 5
Lincoln Financial Advisors Cleveland, OH Oct 2001 - Sep 2012 10
Group One Source Atlanta, GA Feb 2001 - Sep 2012 11
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
  • OH
  • TX
  • LA
By the Numbers
  • Total Assets Under Management
    99
    MILLIONS
  • Total Number of Accounts
    136
    ACCOUNTS
  • Average Account Value
    $725,047
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

CA, LA, OH, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.