Jeffery Dale Thompson

Current Employers

Avalan, Llc

233 E Carillo Suite B, Santa Barbara, CA 93101 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-01

CA RA
APPROVED

Since 2025-01-01

Branch Locations

233 E Carillo Suite B, Santa Barbara, CA 93101 • 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 No
Termination Yes

Employment History

Organization	City	State	From	To
Fidelity Investments	Indianapolis	IN	01/2012	06/2017
Miracle Mile Advisors, Llc	Los Angeles	CA	05/2018	06/2020
Unemployed	Indianapolis	IN	06/2017	05/2018
Avalan, Llc	Santa Barbara	CA	01/2021	Present
Unemployed	Los Angeles	CA	06/2020	01/2021

01/2012 → 06/2017

Fidelity Investments

Indianapolis, IN
05/2018 → 06/2020

Miracle Mile Advisors, Llc

Los Angeles, CA
06/2017 → 05/2018

Unemployed

Indianapolis, IN
01/2021 → Present

Avalan, Llc

Santa Barbara, CA
06/2020 → 01/2021

Unemployed

Los Angeles, CA

Previous Registrations

2018-05-29 → 2020-07-30

Composition Wealth, Llc

Los Angeles, CA
2012-01-19 → 2017-06-29

Strategic Advisers Llc

Indianapolis, IN

Berkeley, CA

Indianapolis, IN
2011-01-24 → 2012-01-06

Edward Jones

St Louis, MO

Carmel, IN

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-01-21

S66 Uniform Combined State Law Examination

2011-01-21

Designations

Other Names

Jeffery Thompson
Jeffery Dale Thompson
Jeffery Dale Thompson

View on SEC IAPD