JT
JT

Jennifer Thompson

12 Years of Experience
St Louis, MO
Broker

Jennifer Thompson is a registered investment advisor at Raymond James & Associates, INC., based in St Louis, MO, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

9900 Clayton Road, St Louis, MO, 63124

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James & Associates, INC.
April 2018 - Present · 8 yrs 1 mo
Raymond James & Associates, INC.
April 2018 - Present · 8 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2018 - Present · 8 yrs 1 mo
Previous Registrations
LPL Financial LLC
May 2013 - September 2017 · 4 yrs 4 mos
LPL Financial LLCBroker
December 2012 - September 2017 · 4 yrs 9 mos
State Registrations5 states
DCFLILMOWA
AdvisorBrokerBoth

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.