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Jason Lee Stephens

Thompson Investment Management, Inc.

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About Jason Lee Stephens

Jason Stephens is a financial advisor with Thompson Investment Management, Inc. based in Madison, Wisconsin. Jason has been in the financial industry since 2003 and has a wealth of experience in providing investment advice to individuals, families, and businesses. Jason is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst. Jason has a passion for helping clients achieve their financial goals. His focus is on providing customized financial plans and investment strategies to help clients reach their goals.

Firm Information

Jason Stephens is currently registered with Thompson Investment Management, Inc.. Thompson Investment Management, Inc. is an investment advisor headquartered in Madison, WI. They manage approximately $2.14 billion in assets for a variety of clients, including individuals, businesses, investment companies, charitable organizations, and pension plans. The firm offers a range of advisory services, including portfolio management, financial planning, and pension consulting.
Thompson Investment Management, Inc.

1255 FOURIER DRIVE

MADISON, WI 53717

$2.14B

Assets Under Management

33

Total Clients

4

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

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fixed fees

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

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percentage of assets

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

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Jason Stephens’s Registration & Firm History

WI

03/21/2024 - Present

Thompson Investment Management, Inc. (MADISON WI)

ME

09/09/2003 - 07/08/2013

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

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Licenses & Designations

IA

Issued 09/12/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/14/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/25/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 09/05/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Lee Stephens.
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