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Jason Thompson

Mcadam LLC
15 Years of Experience
Radnor, PA
1 DisclosureSells Insurance
View SEC Summary
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Jason Thompson is a registered investment advisor at Mcadam LLC, based in Radnor, PA, with 15 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 5,551 clients with $2.7B in assets under management.

Mcadam LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
135 advisors
Number of Clients
5,551 clients
Average Client Portfolio
$482K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Annual fee is negotiable and varies up to 1.75% based on account size, portfolio composition, and servicing needs. Direct indexing adds an extra 0.15%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

150 N. Radnor Chester Road, Suite F-200, Radnor, PA, 19087

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2015
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jason works as an Investment Advisor Representative for McAdam LLC, spending full-time hours on investment-related activities. He also works as an independent contractor for McAdam Institutional Brokerage, providing life insurance and fixed annuity product strategies to clients for a few hours per week.

Employment History
Current Registrations
Mcadam LLC
October 2014 - Present · 12 yrs
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
October 2014 - December 2016 · 2 yrs 2 mos
Voya Financial Advisors, INC.
March 2011 - October 2014 · 3 yrs 7 mos
Voya Financial Advisors, INC.Broker
December 2010 - October 2014 · 3 yrs 10 mos
State Registrations1 state
PA
Advisor

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.

Exams
No exam information available for this advisor.
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