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James Thomas Evans

Investment adviser representative at Thompson Investment Management, Inc.
21 yearsExperience
2 statesRegistered in
CFADesignation
$3.1BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

21 years in the industry.

  1. Thompson Investment Management, Inc.Mar 2005 to now

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 2 states (TX, WI).

Thompson Investment Management, Inc.

$3.1BAssets managed
485Clients
6Advisers
22 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
4376560
Firm CRD
129609
Advisor's SEC record (opens in a new tab)
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