Jeffrey Thompson
Jeffrey Thompson is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Shreveport, LA, with 24 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
6425 Youree Dr Ste 240, Shreveport, LA, 71105
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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 owns multiple real estate properties and is involved in several businesses, including JRT Properties (rental property), Thompson Family Farms LLC (farming), Thompson Land Company (land and mineral rights), and Olimal Company (Ameriprise franchise). He also works as an independent insurance broker for Metlife, selling disability income insurance, and spends a few hours per week on each of these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
New England Securities Corporation
New England SecuritiesBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Park Avenue Securities LLCBroker
New England SecuritiesBroker
State Registrations8 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.