Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Thompson is a financial advisor in Denver, CO, and has been working in the financial industry since 2009. Jeremy is currently registered with TIAA-CREF Individual & Institutional Services, LLC. Jeremy has a wide range of experience in the financial industry, having worked for several firms, including T. Rowe Price Investment Services, Inc., Thrivent Investment Management Inc, and BBVA Securities Inc. Jeremy holds licenses for Series 6, 7, and 66 securities examinations, as well as the SIE exam. Jeremy offers various financial services, including financial planning, portfolio management, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
11/28/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
11/05/2021 - 07/18/2022
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
CO
05/04/2021 - 06/25/2021
THRIVENT INVESTMENT MANAGEMENT INC. (Colorado Springs CO)
CO
10/02/2018 - 04/13/2021
BBVA SECURITIES INC. (DENVER CO)
CO
12/03/2014 - 08/15/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
08/21/2013 - 11/26/2014
KEY INVESTMENT SERVICES LLC (AURORA CO)
CO
05/16/2013 - 06/24/2013
BBVA SECURITIES INC. (GREENWOOD VILLAGE CO)
CO
03/27/2012 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (GREENWOOD VILLAGE CO)
CO
12/20/2007 - 08/06/2010
U.S. BANCORP INVESTMENTS, INC. (DENVER CO)
CO
12/20/2005 - 03/22/2007
COMPASS BROKERAGE, INC. (DENVER CO)
BOTH
Issued 10/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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