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Jonathan Thompson

Master'S Wealth Management Inc.

Leola, PA

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Current Employers
Master'S Wealth Management Inc.

1415 E Oregon Rd, Leola, PA 17540 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-03-27
  • PA RA
    APPROVED
    Since 2024-03-27

Branch Locations

1415 E Oregon Rd, Leola, PA 17540 • 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
Randy Eshleman Insurance Agency Wernersville PA 06/2007 01/2020
State Farm Vp Management Corp Wernersville PA 02/2009 01/2020
Securities America, Inc. Lancaster PA 01/2020 03/2024
Securities America Advisors Inc. Lancaster PA 05/2020 03/2024
Master's Wealth Management Inc. Lancaster PA 03/2024 Present
  • 06/2007 → 01/2020
    Randy Eshleman Insurance Agency
    Wernersville, PA
  • 02/2009 → 01/2020
    State Farm Vp Management Corp
    Wernersville, PA
  • 01/2020 → 03/2024
    Securities America, Inc.
    Lancaster, PA
  • 05/2020 → 03/2024
    Securities America Advisors Inc.
    Lancaster, PA
  • 03/2024 → Present
    Master's Wealth Management Inc.
    Lancaster, PA
Previous Registrations
  • 2020-05-27 → 2024-04-01
    Securities America Advisors, Inc.
    Lancaster, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-22
S63 Uniform Securities Agent State Law Examination 2008-09-03
  • S65 Uniform Investment Adviser Law Examination
    2020-05-22
  • S63 Uniform Securities Agent State Law Examination
    2008-09-03
Designations

View on SEC IAPD

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