Jw Thompson Investments LLC

Jw Thompson Investments LLC (CRD# 129281) is a financial advisory firm headquartered in , . They manage $22,270,311 in 160 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
http://www.jwti.com
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $139,189
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, NY, RI

Financial Advisors at Jw Thompson Investments LLC
Showing 1 - 2 of 2 top financial advisors.
1
John Thompson, financial advisor Providence RI
John W. Thompson
CRD#: 1465941
245 Waterman Street, Suite 301, Providence, RI 02906

John Thompson (CRD# 1465941) is an Investment Advisor Representative working at Jw Thompson Investments LLC in Providence, RI and has over 38 years of experience in the finance industry.

2
John Thompson, financial advisor Providence RI
John W. Thompson
CRD#: 4579459
245 Waterman Street, Suite 301, Providence, RI 02906

John Thompson (CRD# 4579459) is an Investment Advisor Representative working at Jw Thompson Investments LLC in Providence, RI and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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