Jeffrey Thompson
Jeffrey Thompson is a registered investment advisor at Geneos Wealth Management, INC., based in Davidson, NC, with 31 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 14,112 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Geneos offers investment management services where representatives continuously monitor your account and make trades when necessary. This is offered under the VIP program, where you pay transaction charges separately, and the VIP Ultra and Axiom wrap fee programs, where advisory and transaction services are bundled into one fee. The annual fee ranges from 0.00% to 2.50% of your portfolio, with a minimum fee of 0.50%. Fees and fee structures vary by representative. Advisory accounts direct with American Funds utilizing their F2 share class will have either a tiered fee of 0.50%, 0.60%, 0.80%, or 1.00% dependent upon account balance and is not negotiable or a fixed fee of 0.75% which is not negotiable.
Location
709-20 Northeast Dr, Suite 6, Davidson, NC, 28036
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2023Other Business ActivitiesSells Insurance
Jeffrey is the owner of Thompson Wealth Advisors, an investment services business. He is also an insurance agent with various insurance carriers, selling fixed insurance products.
Employment History
Current Registrations
Geneos Wealth Management, INC.
Thompson Wealth Advisors
Geneos Wealth Management, INC.Broker
Previous Registrations
Geneos Wealth Management, INC.
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Edward D. Jones & CO., L.P.Broker
State Registrations3 states
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.