E. J. Thompson
Senior Partner
- Role
- Senior Partner at Jpb & Associates, Llc
- Location
- Clearwater, FL, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About E. J. Thompson
Change is the one great constant in life. That’s why it’s so important to regularly…
Experience
Senior Partner
Mar 2017 — Present · Tampa/St. Petersburg, FL, US
Education
Saint Petersburg College
Associate of Arts - AA, Accounting and Finance
2018 — 2020
Duquesne University
Pharmacy
Skills
- Retirement Planning
- College Funding Strategies
- Wealth Accumulation
- Financial Needs Analysis
- Income Protection
- Survivor Income
- 401 (K), 403 (B), Sep & Simple Iras
- Informal Business Valuation
- Tax-Deferred Savings
- Estate Planning
- Pension Plans
- Salary Continuation
- Buy-Sell Agreements
- Buy-Sell Review
- Whole Life Insurance
- Annuities (Variable & Fixed)
- Split Dollar Plans
- Key Person Insurance
- Wellness Programs
- Universal Life Insurance
- Business Continuation Strategies
- Term Life Insurance
- Asset Allocation
- Mutual Funds
- Dental Insurance
- Series 6
- Disability Income Insurance
- Iras (Traditional & Roth)
- Deferred Compensation Plans
- Executive Benefit Strategies
- Supplemental Retirement Income
- Business Overhead Expense
- Charitable Giving
- Long-Term Care Insurance
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