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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kendell Thompson is a Vice President, Family Wealth at Sequoia Financial Group, LLC, and has over 20 years of experience in the financial industry. James is a registered Investment Advisor Representative in Ohio. James has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. James has experience in wealth management and financial planning. James is also a Series 7, Series 24, and Series 66 licensed professional.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
05/13/2021 - Present
Sequoia Financial Group, LLC (Beachwood OH)
OH
07/18/2016 - 09/29/2017
CITIZENS SECURITIES, INC. (CLEVELEAND OH)
OH
05/12/2006 - 09/14/2015
FIFTH THIRD SECURITIES, INC. (CLEVELAND OH)
OH
10/20/2000 - 04/18/2006
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
06/07/2001 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
BOTH
Issued 05/10/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2008
Series 24 - General Securities Principal Examination
BC
Issued 09/29/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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