Jennifer Thompson, financial advisor Bluffton SC
96 score

Jennifer Thompson

CRD Number: 4537271
Current Firm: Oak Advisors, LLC

Jennifer Thompson (CRD# 4537271) is an Investment Advisor Representative working at Oak Advisors, LLC in Bluffton, SC and has over 8 years of experience in the finance industry. Jennifer 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
Oak Advisors, LLC Bluffton, SC Oct 2012 - Current 4
The Prudential Insurance Company Of America Bluffton, SC Dec 2010 - Oct 2012 1
Pruco Securities, LLC Bluffton, SC Dec 2010 - Oct 2012 1
First Command Financial Planning, Inc. Fort Worth, TX Sep 2008 - Dec 2010 2
First Command Financial Services, Inc. Fort Worth, TX Sep 2008 - Dec 2010 2
Boys, Arnold & Company, Inc. Hilton Head Island, SC Jun 1999 - Sep 2008 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
Contact Info for Jennifer A. Thompson
Phone Number: 843-757-9339
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    122
    MILLIONS
  • Total Number of Accounts
    361
    ACCOUNTS
  • Average Account Value
    $339,207
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

GA, SC, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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