Unclaimed
Jason Robert Thompson is a registered representative with Russell Investments Implementation Services, LLC in Seattle, WA. Jason has been in the securities industry since February 1998. Jason is a licensed Series 7, Series 63 and SIE representative and specializes in Portfolio Management for Businesses and Portfolio Management for Pooled Investment Vehicles. Jason's previous experience includes employment at Russell Financial Services, Inc., Part of Russell Investments; Russell Institutional Services Inc., Part of Russell Investments; and Russell Fund Distributors, Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Execution services
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.
Earned based on transactions or products sold.
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.
% of revenue/intracompany agrmts
1
2
WA
06/15/2016 - Present
Russell Investments Implementation Services, LLC (SEATTLE WA)
WA
01/01/2008 - 06/15/2016
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (SEATTLE WA)
WA
07/21/2004 - 01/01/2008
RUSSELL INSTITUTIONAL SERVICES INC., PART OF RUSSELL INVESTMENTS (TACOMA WA)
WA
02/24/1998 - 08/13/2004
RUSSELL FUND DISTRIBUTORS, INC. (SEATTLE WA)
BC
Issued 02/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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