Jay
Thompson
Transamerica Financial Advisors, Inc
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About this Advisor
Jay Thompson is a financial advisor based in Bakersfield, California, working with Transamerica Financial Advisors, Inc. Jay has previously held positions at World Financial Group, Transamerica Financial Advisors, Inc, Csu Bakerfield Small Business Development Center, Apogee Consulting, Golden Empire Services, Jay R. Thompson Tax Preparer, Physician's Charitable Distributions, Kern Community College District, and Jay R. Thompson Commercial Property. Jay has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Jay is part of Transamerica Financial Advisors, Inc, which operates out of Bakersfield, California. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
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Transamerica Financial Advisors, Inc Brokerage Details
$1,619,430,178
1,127
45,001
$35,987
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jay Thompson Work History
Jay R. Thompson Tax Preparer
Golden Empire Services
Transamerica Financial Advisors, Inc
Csu Bakerfield Small Business Development Center
Jay R. Thompson Commercial Property
World Financial Group
Kern Community College District
Physician'S Charitable Distributions
Apogee Consulting
Disclosures
Please visit the SEC profile of Jay Thompson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transamerica Financial Advisors, Inc
West Covina, CA
Cincinnati, OH
Villa Park, IL
Portland, OR
Port Jefferson Station, NY
Dayton, OH
Falls Church, VA
Ontario, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
