Kevin Thompson

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 02/2017
  Capitol Securities Management
  Wilmington, NC
• 03/2017 → 04/2017
  Unemployed
  Winnabow, NC
• 05/2017 → 01/2018
  Bb&T Investment Services, Inc.
  Wilmington, NC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Leland, NC
• 02/2021 → 10/2021
  Truist Investment Services, Inc.
  Leland, NC
• 02/2021 → 10/2021
  Truist Advisory Services, Inc.
  Atlanta, GA
• 10/2021 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2021-02-17 → 2021-10-25
  Truist Advisory Services, Inc.
  Atlanta, GA
• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Wilmington, NC
  Wilmington, NC
  Leland, NC
  Richmond, VA
• 2017-05-01 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Wilmington, NC
• 2014-01-03 → 2017-02-28
  Capitol Securities Management, Inc.
  Wilmington, NC
  Wilmington, NC
  Glen Allen, VA
• 2011-05-31 → 2014-01-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wilmington, NC
• 2010-06-24 → 2010-11-02
  Waddell & Reed
  Wyomissing, PA

Exams

• S66 Uniform Combined State Law Examination
  2008-07-14

Other Names

• Kevin Allen Thompson
• Kevin Thompson