Jeffrey P Thompson
Investment adviser representative at Heritage Wealth Advisors
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$604.7MFirm assets
Are you Jeffrey P Thompson? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
11 years in the industry.
- Heritage Wealth AdvisorsJul 2021 to now
- Heritage Wealth ManagementJun 2021 to now
- Raymond James & AssociatesJun 2015 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (OH).
Heritage Wealth Advisors
Legal name: Heritage Wealth Management Inc.
$604.7MAssets managed
201Clients
3Advisers
5 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
- 6374703
- Firm CRD
- 312545