Jessie Thompson
Jessie Thompson is a registered investment advisor at 4 Seasons Advisors, based in Bluefield, WV, with 24 years of industry experience. Jessie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 10 clients with $700K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Location
236 Laurel St, Bluefield, WV, 24701
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
February 2011Customer Dispute
April 2005Other Business ActivitiesSells Insurance
Jessie is affiliated with Mountain State Agency Alliance and is the owner of The Ins Store, Inc., dedicating full-time hours to the latter. Jessie also owns R & D Rental and spends about 10-20% of their time on it.
Employment History
Current Registrations
4 Seasons Advisors
Previous Registrations
Kalos Management
Prudential Financial Planning Services
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.