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Jeremy Bigelow Thompson
Director Ejecutivo en Adaptive Financial Consulting LLC .
Perfil
Mr. Jeremy B.
Thompson is a Founder & Chief Executive Officer at Adaptive Financial Consulting LLC.
Mr. Thompson drives the firm’s overall vision and growth initiatives with a focus on the design, development, and implementation of the firm’s strategic goals and vision.
He started his career at Lincoln Financial/ Sagemark Consulting in 2001, where he began working with high-net-worth entrepreneurs throughout the United States.
In 2012, Mr. Thompson joined Stratos Wealth Partners as an advisor, where he brought a unique focus on tax-mitigation planning for high-net-worth business owners.
He earned his Bachelor of Science degree in Business Administration from Ohio Northern University and holds a CFP designation.
Cargos activos de Jeremy Bigelow Thompson
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Adaptive Financial Consulting LLC
![]() Adaptive Financial Consulting LLC Investment ManagersFinance Adaptive Financial Consulting LLC (Adaptive) is an independent, SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded by Jeremy Thompson in 2013. Adaptive specializes in advanced financial planning solutions for successful families, businesses, and their advisors. | Director Ejecutivo | 01/05/2013 |
Formación de Jeremy Bigelow Thompson.
Ohio Northern University | Undergraduate Degree |
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Adaptive Financial Consulting LLC
![]() Adaptive Financial Consulting LLC Investment ManagersFinance Adaptive Financial Consulting LLC (Adaptive) is an independent, SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded by Jeremy Thompson in 2013. Adaptive specializes in advanced financial planning solutions for successful families, businesses, and their advisors. | Finance |
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