Jeffrey Thompson
Jeffrey Thompson is a CFP-designated registered investment advisor at Stoneridge Wealth Advisors, LLC, based in Malvern, PA, with 34 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 20 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.35% |
Fee schedule does not include any outside manager fee, which would be separate and in addition to Stoneridge's fee.
Fee Estimator
Location
101 Lindenwood Drive, Suite 225, Malvern, PA, 19355-1762
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an insurance producer since 2006, authorized to solicit applications for annuity and life insurance contracts. He dedicates minimal time to this activity.
Employment History
Current Registrations
Stoneridge Wealth Advisors, LLC
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Fsc Securities CorporationBroker
Fsc Securities Corporation
Smh Capital Advisors, INC.
Carnegie Wealth Advisors, LLC
Sanders Morris Harris INC.Broker
Ifg Network Securities, INC.Broker
Vanguard Marketing CorporationBroker
Fsc Securities CorporationBroker
Ifg Network Securities, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Derand/pennington/bass, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.