linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jared F. Thompson

Mutual Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jared? Claim Your Profile

About Jared F. Thompson

Jared F. Thompson is a financial advisor at Mutual Advisors, LLC, a firm with a history of providing financial guidance. Jared has experience in the financial services industry, working with clients across a range of needs and asset levels. Jared works with individual clients, as well as small business clients, and is well-versed in assisting clients with their retirement planning.

Firm Information

Jared Thompson is currently registered with Mutual Advisors, LLC. Mutual Advisors, LLC is an investment advisory firm based in Omaha, NE. The firm provides a range of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and high-net-worth clients. With over 160 registered representatives and advisors, the firm manages over $6.9 billion in assets.
Mutual Advisors, LLC

9140 W DODGE ROAD

OMAHA, NE 68114

$6.95B

Assets Under Management

30

Total Clients

142

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

hourly consulting

Hourly consulting

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jared Thompson’s Registration & Firm History

WI

12/01/2020 - Present

Mutual Advisors, LLC (Cedarburg WI)

WI

06/01/2007 - 01/13/2021

VALMARK SECURITIES, INC. (MEQUON WI)

WI

06/24/2004 - 06/05/2007

SAMMONS SECURITIES COMPANY, LLC (CEDARBURG WI)

MA

08/18/2000 - 10/22/2002

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

10/13/1998 - 05/05/2000

SIGNATOR INVESTORS, INC. (BOSTON MA)

Not sure if Jared F. Thompson is right for you?

Licenses & Designations

IA

Issued 12/06/2004

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 10/05/1998

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/05/2005

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 10/02/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jared F. Thompson. Review regulatory record here.
Not sure if Jared F. Thompson is right for you?