Jonathon Thompson, financial advisor Dallas TX
88 score

Jonathon Thompson

CRD Number: 6201814
Current Firm: J.p. Morgan Securities LLC

Jonathon Thompson (CRD# 6201814) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dallas, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities LLC Dallas, TX Mar 2015 - Current 1
Jpmorgan Chase Bank Dallas, TX Mar 2015 - Current 1
United States Marine Corps Reserve Grand Prairie, TX Jan 2010 - Current 6
Penn Mutual Life Insurance Inc. Addison, TX May 2014 - Mar 2015 < 1
Hornor Townsend & Kent Inc. Addison, TX May 2014 - Mar 2015 < 1
Armor Wealth Management Addison, TX May 2014 - Mar 2015 < 1
Auto Class Direct Plano, TX Aug 2013 - Mar 2014 < 1
Maggiano's Littly Italy Dallas, TX Nov 2012 - Aug 2013 < 1
Primerica Financial Services Addison, TX Sep 2012 - Jun 2013 < 1
Sea Breeze Fish Market & Grill Plano, TX Dec 2011 - Nov 2012 < 1
Covino's Inc. Plano, TX Sep 2011 - Dec 2011 < 1
Ridge Pointe Athletic Club Rockwall, TX Feb 2011 - Sep 2011 < 1
Auto Class Direct Plano, TX Aug 2010 - Feb 2011 < 1
The Sports Authority Frisco, TX Nov 2009 - Jan 2010 < 1
P.f. Chang's China Bistro Allen, TX Sep 2009 - Nov 2009 < 1
Retriever Payment Systems Plano, TX Feb 2009 - Sep 2009 < 1
Covino's Inc. Plano, TX Jan 2007 - Feb 2009 2
Plano Senior High School Plano, TX Aug 2006 - Dec 2007 1
Campisis Inc. Plano, TX Jun 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Jonathon P. Thompson
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
88
Clean Record
This advisor has a clean track record with regulators.

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