Jeffery Dale Thompson
Investment adviser representative at Avalan, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$621.8MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Avalan, LLCJan 2021 to now
- UnemployedJun 2020 to Jan 2021
- Miracle Mile Advisors, LLCMay 2018 to Jun 2020
- UnemployedJun 2017 to May 2018
- Fidelity InvestmentsJan 2012 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (CA).
Avalan, LLC
$621.8MAssets managed
319Clients
11Advisers
10 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
- 5866005
- Firm CRD
- 156109