Anne Jane Thompson
Investment adviser representative at Greenwood Capital Associates, LLC
16 yearsExperience
1 stateRegistered in
$1.8BFirm assets
25 yearsFirm in business
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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 feeOther
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
16 years in the industry.
- Greenwood Capital Associates, LLCNov 2024 to now
- Tel Alt, LLCFeb 2010 to now
- Ballentine Capital Advisors, Inc.Mar 2023 to Oct 2024
- Charles Schwab & Co., Inc.May 2019 to Mar 2023
- Charles Schwab Bank, SsbMay 2019 to Mar 2023
- Bank of America, N.A.Oct 2015 to Mar 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2015 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (SC).
Greenwood Capital Associates, LLC
$1.8BAssets managed
731Clients
16Advisers
25 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
- 6496376
- Firm CRD
- 115015