Jared Thompson, financial advisor Mequon WI
83 score

Jared Thompson

CRD Number: 3074861
Current Firm: Valmark Advisers, Inc.

Jared Thompson (CRD# 3074861) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Mequon, WI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Valmark Securities, Inc. Akron, OH Jun 2007 - Current 9
J. Fredric Wealth Management/wealth Partners Mequon, WI Jun 2007 - Current 9
Valmark Advisers, Inc. Akron, OH Jun 2007 - Current 9
Sammons Securities, Inc. Ann Arbor, MI Jun 2004 - Jun 2007 3
Attache, Lc Salt Lake City, UT Jan 1996 - Jun 2007 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2004
S66 NASAA Uniform Combined State Law Examination Oct 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jared F. Thompson
Phone Number: 800-765-5201
Registered State(s):
  • AZ
  • CA
  • ID
  • MA
  • MI
  • MO
  • NC
  • ND
  • PA
  • WA
  • WI
  • AR
  • CO
  • FL
  • IL
  • IN
  • MN
  • NJ
  • NM
  • OH
  • OK
  • OR
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    4,934
    MILLIONS
  • Total Number of Accounts
    8,706
    ACCOUNTS
  • Average Account Value
    $566,729
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
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
83

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