Jason
Thompson
Mcadam LLC
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About this Advisor
Jason Thompson is a financial advisor working out of Philadelphia, Pennsylvania, with 9 years of relevant experience. Thompson is currently employed by Mcadam LLC. Over the course of their career, Thompson has held roles at Ing Financial Partners, Inc, Mcadam Financial Group, Purshe Kaplan Sterling Investments and Mcadam LLC. Thompson has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania. Mcadam LLC is a company headquartered in Philadelphia, PA. The investment advisory business has offices in 59 locations and a total of 240 employees. It manages $1 billion in assets across its 7,779 customer accounts, placing it among the larger firms in the United States by assets under management. Of its 7,779 accounts, just 7% belong to high-net-worth individuals who have at least $1 million in investable assets. Mcadam LLC provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management typically depend on the type of financial services offered. Fee types billed by Mcadam LLC most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mcadam LLC Brokerage Details
$1,255,471,408
240
7,779
$161,392
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jason Thompson Work History
Jason has been registered as a financial advisor for 9 years.*
Mcadam LLC
Purshe Kaplan Sterling Investments
Mcadam Financial Group
Ing Financial Partners, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason 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 Mcadam LLC
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
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