Jared F. Thompson

Current Employers

Mutual Advisors, Llc

9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2020-12-01

WI RA
APPROVED

Since 2020-12-01

Branch Locations

11414 West Park Place Ste. 202, Milwaukee, WI 53224 • United States

9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Valmark Securities, Inc.	Akron	OH	06/2007	11/2020
Wealth Partners	Mequon	WI	06/2007	11/2020
Valmark Advisers, Inc.	Akron	OH	06/2007	11/2020
Mutual Advisors, Llc.	Omaha	NE	11/2020	Present

06/2007 → 11/2020

Valmark Securities, Inc.

Akron, OH
06/2007 → 11/2020

Wealth Partners

Mequon, WI
06/2007 → 11/2020

Valmark Advisers, Inc.

Akron, OH
11/2020 → Present

Mutual Advisors, Llc.

Omaha, NE

Previous Registrations

2007-06-05 → 2020-12-21

Valmark Advisers, Inc.

Mequon, WI

Cedarburg, WI
2005-01-14 → 2007-06-05

Spc

Cedarburg, WI

Other Businesses

1. Wealth Partners Financial, LLC., Start Date: 01/01/2023, 11414 West Park Place, Ste. 202, Milwaukee, WI 53224, LLC, Pass through entity to be used to receive all compensation from Mutual Advisors and pay for all employees and vendors, Member, Advise Clients', Overall management of the entity, Investment Related, 160 Hours per month, 8 Hours per day during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2004-12-06
S66	Uniform Combined State Law Examination	1998-10-05

S65 Uniform Investment Adviser Law Examination

2004-12-06
S66 Uniform Combined State Law Examination

1998-10-05

Other Names

Jared F Thompson
Jared Fredric Thompson

View on SEC IAPD