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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Scott Thompson is a financial advisor based in Davidson, North Carolina. Jeffrey has been working in the financial industry since 1994. He is currently registered with Geneos Wealth Management, Inc. and Thompson Wealth Advisors. Jeffrey specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. He is also a licensed insurance agent.
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.
Guidance on pension options to ensure a secure financial future.
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.
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
NC
01/05/2016 - Present
Geneos Wealth Management, Inc. (Davidson NC)
CO
05/28/1998 - 07/11/2005
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
MO
08/02/1994 - 04/09/1998
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 07/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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