Justin
Thompson
Tolleson Private Wealth Management
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About this Advisor
Justin Thompson is a certified financial planner based out of Dallas, Texas with a total of 8 years of relevant experience. Thompson is on the advisory team at Tolleson Private Wealth Management. Their career trajectory has included roles at Deloitte & Touche, Llp, Tolleson Wealth Management and Tolleson Private Wealth Management. Thompson is approved to work in Texas. Tolleson Private Wealth Management is a business based in Dallas, TX. It handles $8 billion in total assets across its 3,857 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves one charitable organizations. Of its 3,857 client accounts, 92% belong to high-net-worth individuals who have at least $1 million in assets. Tolleson Private Wealth Management performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. Financial advisory fees largely depend on the type of financial services provided. However, fee types billed by Tolleson Private Wealth Management can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tolleson Private Wealth Management Brokerage Details
$7,593,710,211
122
3,857
$1,968,813
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Justin Thompson Work History
Justin has been registered as a financial advisor for 8 years.*
Tolleson Private Wealth Management
Tolleson Wealth Management
Deloitte & Touche, Llp
*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 Justin 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 Tolleson Private Wealth Management
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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.
