Kyle ThompsonCRD Number: 5291280
Current Firm: C-j Advisory, Inc.
Kyle Thompson (CRD# 5291280) is an Investment Advisor Representative working at C-j Advisory, Inc. in San Jose, CA and has over 10 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Parker Investment Management, LLC
Three Bell Capital LLC
|C-j Advisory, Inc.||San Jose, CA||Nov 2016 - Current||1|
|Td Ameritrade||Birmingham, MI||Feb 2012 - Nov 2016||4|
|Ak Photography||Novi, MI||Feb 2010 - Dec 2013||3|
|Jpmorgan Chase Bank||Walled Lake, MI||Oct 2009 - Feb 2012||2|
|Chase Investment Services||Walled Lake, MI||Oct 2009 - Feb 2012||2|
|Hantz Financial Services||Southfield, MI||Dec 2006 - Sep 2009||2|
|Michigan State University||East Lansing, MI||Aug 2002 - Aug 2008||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2007|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
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
Total Assets Under Management159MILLIONS
Total Number of Accounts937ACCOUNTS
Average Account Value$169,339
- 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
- Selection of other advisers (including private fund managers)
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