Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Douglas Thompson is a financial professional with over 25 years of experience in the financial services industry. Jay is currently registered with Great Valley Advisor Group, Inc. in Pennsylvania as an Investment Advisor Representative. Jay has held previous roles at various firms including Stuart Securities Corp., USALLIANZ SECURITIES, INC., LOCUST STREET SECURITIES, INC., SIGNATOR INVESTORS, INC., and JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY. Jay is a graduate of Pennsylvania State University and holds Series 6, 63, and 65 licenses. Jay specializes in providing financial planning, portfolio management, and consulting services for individuals, businesses, and retirement plans.
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.
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.
Consulting 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.
A percentage of the total value of assets under management is charged.
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2
DE
11/17/2017 - Present
Great Valley Advisor Group, Inc. (WILMINGTON DE)
GA
10/15/2004 - 09/02/2005
STUART SECURITIES CORP. (NORCROSS GA)
MN
11/20/2000 - 10/16/2002
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
IA
07/26/1999 - 11/30/2000
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MA
11/22/1993 - 09/08/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
11/22/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 03/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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