![Jeremy Bigelow Thompson](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Jeremy Bigelow Thompson
Vorstandsvorsitzender bei Adaptive Financial Consulting LLC
Profil
Mr. Jeremy B.
Thompson is a Founder & Chief Executive Officer at Adaptive Financial Consulting LLC.
Mr. Thompson drives the firm’s overall vision and growth initiatives with a focus on the design, development, and implementation of the firm’s strategic goals and vision.
He started his career at Lincoln Financial/ Sagemark Consulting in 2001, where he began working with high-net-worth entrepreneurs throughout the United States.
In 2012, Mr. Thompson joined Stratos Wealth Partners as an advisor, where he brought a unique focus on tax-mitigation planning for high-net-worth business owners.
He earned his Bachelor of Science degree in Business Administration from Ohio Northern University and holds a CFP designation.
Aktive Positionen von Jeremy Bigelow Thompson
Unternehmen | Position | Beginn |
---|---|---|
Adaptive Financial Consulting LLC
![]() Adaptive Financial Consulting LLC Investment ManagersFinance Adaptive Financial Consulting LLC (Adaptive) is an independent, SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded by Jeremy Thompson in 2013. Adaptive specializes in advanced financial planning solutions for successful families, businesses, and their advisors. | Vorstandsvorsitzender | 01.05.2013 |
Ausbildung von Jeremy Bigelow Thompson
Ohio Northern University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
---|---|
Adaptive Financial Consulting LLC
![]() Adaptive Financial Consulting LLC Investment ManagersFinance Adaptive Financial Consulting LLC (Adaptive) is an independent, SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded by Jeremy Thompson in 2013. Adaptive specializes in advanced financial planning solutions for successful families, businesses, and their advisors. | Finance |