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Jeremy Bigelow Thompson

Adaptive Financial Consulting, LLC

Beachwood, OH

CRD 4441474

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Employer firm

Adaptive Financial Consulting, LLC CRD 288185

$547M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Adaptive Financial Consulting, Llc

3401 Enterprise Parkway Suite 340, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED 2017-09-18
LA RA APPROVED 2017-07-31
OH RA APPROVED 2017-07-26
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED
    Since 2017-09-18
  • LA RA
    APPROVED
    Since 2017-07-31
  • OH RA
    APPROVED
    Since 2017-07-26

Branch Locations

3401 Enterprise Parkway Suite 340, Beachwood, OH 44122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stratos Wealth Partners, Ltd. Beachwood OH 09/2012 08/2017
Adaptive Financial Consulting, Llc Beachwood OH 04/2017 Present
Previous Registrations
  • 2012-09-20 → 2017-07-28
    Stratos Wealth Partners, Ltd
    Beachwood, OH
  • 2003-03-04 → 2012-09-25
    Osaic Fa, Inc.
    Solon, OH
    Orange Village, OH
    Solon, OH
Other Businesses

Licensed Insurance Agent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-02-15
  • S66 Uniform Combined State Law Examination
    2002-02-15
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

NORTH STAR ADVISORY GROUP, LLC
CM WEALTH ADVISORS LLC
PHILIPP CAPITAL ADVISORS

Nearby Investors

NICHOLAS ISAAC STERN
MARK KANGAS
ERIK SHANNON KEISTER

Nearby Offices

NORTH STAR ADVISORY GROUP, LLC · BEACHWOOD, OH
CM WEALTH ADVISORS LLC · BEACHWOOD, OH
PHILIPP CAPITAL ADVISORS · BEACHWOOD, OH

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