James William Thompson
Investment adviser representative at Farther
18 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$16BFirm assets
Are you James William Thompson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- FartherDec 2025 to now
- Value Wealth ManagementApr 2008 to Apr 2026
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IA).
Farther
Legal name: Farther Finance Advisors, LLC
$16BAssets managed
14,965Clients
331Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4056335
- Firm CRD
- 302050