Jeremy 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

• 09/2013 → 07/2022
  Jp Morgan Chase Bank
  Fort Worth, TX
• 07/2022 → 01/2023
  Mml Investors Services, Llc
  Dallas, TX
• 02/2023 → 02/2023
  Unemployed
  Ennis, TX
• 02/2023 → Present
  Edward Jones
  Midlothian, TX

Previous Registrations

• 2022-08-02 → 2023-01-23
  Mml Investors Services, Llc
  Dallas, TX
  Ennis, TX
• 2018-02-21 → 2022-08-01
  J.P. Morgan Securities Llc
  Boca Raton, FL
  Newnan, GA
  Stockbridge, GA
  Riverdale, GA
  Fayetteville, GA
  Sandy Springs, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Ft. Worth, TX
  Burleson, TX
  Crowley, TX
  Fort Worth, TX
  Fort Worth, TX
  Fort Worth, TX
  Ft. Worth, TX
  Burleson, TX

Exams

• S66 Uniform Combined State Law Examination
  2018-01-30
• S63 Uniform Securities Agent State Law Examination
  2016-01-21

Other Names

• Jeremy M Thompson
• Jeremy Michael Thompson
• Jeremy Thompson