Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Thompson is a financial advisor registered with the state of California and has been in the industry for over 10 years. Jeffery is affiliated with Avalan, LLC, located in Santa Barbara, CA. Before joining Avalan, LLC, Jeffery worked with Fidelity Brokerage Services LLC and Edward Jones. Jeffery has a Series 7 and Series 66 license. Jeffery's specialties include Financial Planning, Portfolio Management, and Educational Seminars.
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.
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.
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CA
01/20/2021 - Present
Avalan, LLC (SANTA BARBARA CA)
IN
01/17/2012 - 06/29/2017
FIDELITY BROKERAGE SERVICES LLC (INDIANAPOLIS IN)
IN
01/07/2011 - 01/06/2012
EDWARD JONES (CARMEL IN)
BOTH
Issued 01/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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