Jason Lee Stephens
Investment adviser representative at Thompson Investment Management, Inc.
22 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
22 years in the industry.
- Thompson Investment Management, Inc.Jan 2004 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2003
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
- 4688671
- Firm CRD
- 129609