Jeremy Bigelow Thompson
Investment adviser representative at Adaptive Financial Consulting, LLC
14 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$547.1MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Adaptive Financial Consulting, LLCApr 2017 to now
- Stratos Wealth Partners, Ltd.Sep 2012 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 4 states (CA, LA, OH, TX).
Adaptive Financial Consulting, LLC
$547.1MAssets managed
261Clients
6Advisers
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
- 4441474
- Firm CRD
- 288185