Jeffrey
Thompson

About this Advisor

Jeffrey Thompson is a financial advisor operating out of Albuquerque, New Mexico, who has been in the financial industry for 10 years. Thompson is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, Thompson has worked at Farmers Financial Solutions, Farmers Insurance Group, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Thompson maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and can advise clients in New Mexico and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment company based in Albuquerque, New Mexico. The firm has offices in 3,270 locations and a total of 36,383 financial advisors. It has $962 billion in total assets across its 2,529,169 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 4,927 charities and foundations. Of its 2,529,169 accounts, just 7% belong to high-net-worth investors who have more than $1 million in assets available to invest. The business has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fees usually depend on the services provided. However, fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc can include some combination of asset-based, fixed and commission-based fees.