Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Reece Thompson is a financial advisor with over 28 years of experience in the financial services industry. Jon currently works with LPL Financial LLC. Jon is registered to provide financial advice in 53 states and the District of Columbia, as well as several other jurisdictions. Jon has a wide range of experience in providing financial advice to a variety of clients, including individuals, families, businesses, and retirement plans. Jon has a strong track record of success in helping clients achieve their financial goals. Jon is committed to providing his clients with personalized financial advice and services that meet their unique needs. Jon is a highly-qualified and experienced financial advisor who can help clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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.
1
2
TX
03/29/2023 - Present
LPL Financial LLC (DEER PARK TX)
TX
07/14/2014 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Deer Park TX)
TX
12/10/2010 - 07/02/2014
PRINCOR FINANCIAL SERVICES CORPORATION (HOUSTON TX)
TX
11/30/2005 - 12/08/2010
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
SC
09/01/2000 - 12/02/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
09/16/1998 - 09/01/2000
CADARET, GRANT & CO., INC. (SYRACUSE NY)
MA
03/01/1996 - 09/22/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
11/01/1994 - 03/01/1996
G. R. PHELPS & CO., INC.
BOTH
Issued 07/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jon Thompson is the right advisor for you? Invested Better is here to help.
