Joshua Tanner Thompson

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2021 → Present
  Wisdom Wealth Management
  San Diego, CA
• 08/2017 → 05/2021
  Full Time Student At Chapman University
  Orange, CA
• 08/2012 → 07/2017
  Santa Fe Christian School
  San Diego, CA
• 07/2021 → Present
  Ameriprise Financial Services, Llc
  San Diego, CA

Other Businesses

Outside Employment; Still Water Vista LLC; I am an associate Financial Advisor.; Still Water Vista LLC is how we are paid through the Ameriprise Franchise Wisdom Wealth Management.; 13520 Evening Creek Drive N #110, , San Diego, CA, 92128; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2023-04-11