Jeff Thompson (CRD# 7023290) is an Investment Advisor Representative working at Svb Wealth in Menlo Park, CA and has over 5 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Svb Wealth LLC | Menlo Park, CA | Jul 2022 - Current | 1 |
| Svb Investment Services Inc. | Menlo Park, CA | Jul 2022 - Current | 1 |
| Silicon Valley Bank | Menlo Park, CA | Jun 2018 - Current | 5 |
| Svb Wealth Advisory Inc. | Menlo Park, CA | Jun 2018 - Jul 2022 | 4 |
| Financial Navigator | Santa Clara, CA | Jun 2017 - Jun 2018 | 1 |
| San Jose State University | San Jose, CA | Sep 2016 - Jun 2017 | < 1 |
| City Of Lafayette | Lafayette, CA | Jun 2016 - Aug 2016 | < 1 |
| Diablo Valley College | Pleasant Hill, CA | Jun 2015 - May 2016 | < 1 |
| Unemployed | Pleasant Hill, CA | Mar 2015 - May 2015 | < 1 |
| Chem-dry | Martinez, CA | Jan 2014 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2019 |
| S63 | Uniform Securities State Law Examination | Nov 2019 |
- CA
- GA
- ID
- VT
- VA
- WA
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Total Assets Under Management6,630MILLIONS
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Total Number of Accounts4,835ACCOUNTS
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Average Account Value$1,371,286
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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