Jonathan Thompson
Investment adviser representative at Master's Wealth Management Inc.
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$589.5MFirm 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.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Master's Wealth Management Inc.Mar 2024 to now
- Securities America Advisors Inc.May 2020 to Mar 2024
- Securities America, Inc.Jan 2020 to Mar 2024
- State Farm Vp Management CorpFeb 2009 to Jan 2020
- Randy Eshleman Insurance AgencyJun 2007 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (PA).
Master's Wealth Management Inc.
$589.5MAssets managed
434Clients
9Advisers
2 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
- 5563867
- Firm CRD
- 328693