portrait of Jeremy Thompson
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $50,000
CallSend Me a Message

About Jeremy

When I began my career as a financial advisor, I could have never imagined how fulfilling it would be to help others reach their financial goals. I had been a client myself, and my financial advisor at that time taught me about the importance of building wealth and a financial foundation and helped me start on an amazing path toward both. Now, I am blessed to be able to walk others down their own paths. I am passionately dedicated to serving my clients, and I am just as excited to come to work today as I was back when I...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesMarch 2023 to Current
  • MML Investors Services, LLCJuly 2022 to January 2023

Education

  • American Military/Public UnivBachelors

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Outdoor Enthusiast
  • Golfing
  • Volunteering

Team Members

  • Hayley Estrada
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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