Jason B. Thompson

Role: Senior Financial Advisor, Managing Director- Investments at Wells Fargo Advisors
Location: Omaha, NE, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Jason B. Thompson

I am driven by my commitment to make a difference in my clients’ lives and futures as a…

Experience

Senior Financial Advisor, Managing Director- Investments
Wells Fargo Advisors
Jan 2011 — Present
Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, providing advisory services, asset management, brokerage services, estate planning strategies, retirement planning, portfolio analysis and review, and other financial services.

Education

University of Nebraska-Lincoln
Bachelor of Business Administration (BBA), Business Administration and Management, General
2001 — 2005

Skills

Iras
401(K) Rollovers
Asset Allocation
Estate Strategies
Portfolio Analysis
Insurance
Strategic Planning
Investment Planning
Investment Strategies
Securities
Retirement Planning
401(K) Planning
Retirement Savings

Contact information

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Work email
•••••@wellsfargoadvisors.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Wells Fargo Advisors

Financial Services · 15K employees · St. Louis, Missouri, United States

With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St. Louis. At the end of the day, we help our clients succeed financially. For us – our Financial Advisors and thousands of other team members – it's a commitment. It's about honoring our relationship with clients and being fully invested in their success. Investors’ needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens. That’s why investors are increasingly looking for advice they can trust from a financial services firm which has experience and expertise, and an uncompromising dedication to its clients. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent our views. Additional guidelines can be found on wfa.com/social. Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo recognizes and values the diversity of its employees, customers and business partners. EOE, M/F/D/V. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. © 20••••25 Wells Fargo Clearing Services, LLC. All rights reserved. PM-09••••••••21 Wells Fargo Investment Institute, Inc. (WFII) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

wellsfargoadvisors.com

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About Jason B. Thompson

Experience

Senior Financial Advisor, Managing Director- Investments

Education

University of Nebraska-Lincoln

Skills

Find verified contacts for anyone on LinkedIn