J. Thompson Email & Phone Number
Managing Partner @ NorthEnd Private Wealth
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J. Thompson Location
- South Carolina, United States
J. Thompson Work
- 2021 -now Managing Partner @
- 2016 -2021 Wealth Management Advisor, Senior Vice President @
- 2009 -2016 Vice President, Investments @
- 2000 -2009 Senior Financial Advisor @
J. Thompson Education
- College for Financial Planning
Other
2007-2007 - Financial Planning Board of Standards, Inc
Other
2003-2005 - Clemson University
Bachelor's Degree
1995-1995
J. Thompson Skills
- Risk Management
- Portfolio Management
- Estate Planning
- Logistics Management
- Alternative Investments
- Financial Advisory
- Series 63
- Retirement Planning
- Capital Markets
- Investments
- 401k
- Asset Allocation
- Investment Advisory
- Equities
- Wealth Management
- Mutual Funds
- Investment Strategies
- Asset Management
- Financial Analysis
- Strategic Financial
- Retirement
- Mergers and Acquisitions
- Series 7
- Securities
- Investment Management
J. Thompson Summary
- J. Thompson, based in South Carolina, United States, is currently a Managing Partner at NorthEnd Private Wealth. J. Thompson brings experience from previous roles at Merrill Lynch Wealth Management, Raymond James and Merrill Lynch. J. Thompson holds a 2007 - 2007 Other @ College for Financial Planning. With a robust skill set that includes Risk Management, Portfolio Management, Estate Planning, Logistics Management, Alternative Investments and more.
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