Learn About Me

Jason B. Thompson, CRC
Senior Financial Advisor
Managing Director - Investments
I am driven by my commitment to make a difference in my clients’ lives and futures as a steadfast guide who shares easy-to-understand financial advice for their whole life, including tax strategies, budgeting, insurance, retirement, social security, savings, legacy planning and more. My mission is to provide clients with plain-language financial advice delivered with personal service and the highest level of professional integrity. My 20-year career in financial services, all with the same firm, give me deep professional knowledge and insights as well as experience helping my clients navigate the vast resources of Wells Fargo Advisors to access a range of options and opportunities.
I take pride in working with individuals, families, small business owners and sole proprietors to build meaningful, productive relationships based on mutual trust and respect. I believe communication and collaboration are the keys to giving my clients financial confidence and helping them realize their goals to achieve financial security and success. In addition to earning the Certified Retirement Counselor® designation, I was recognized as a Wells Fargo Advisors Platinum Council in 2021, 2022, 2023, & 2026.
A Nebraska native, I live in Gretna with my wife, Kelli, and our two dogs, Rocky and Harley. I have a stepdaughter who recently graduated from cosmetology school and now lives with roommates. Giving back to the community is important to me, and I’m involved with several local organizations, including Big Brothers Big Sisters of Nebraska, Siena Francis House, Brush Up Nebraska, and Junior Achievement. As a family, we enjoy spending time outdoors and traveling together. I’ve been active in sports and fitness since high school and continue to play basketball and soccer, along with working out and tackling home improvement projects in my free time.
Wells Fargo Advisors is not a legal or tax advisor
Education:
University of Nebraska – Lincoln, B.B.A. Business Administration
Professional:
Wells Fargo Advisors 2006–present
Credentials:
Certified Retirement Counselor®
Wells Fargo & Company and its affiliates do not provide legal advice. Please consult your tax and legal advisors to determine how this general information may apply to your own specific situation. Wells Fargo Advisors, LLC does not provide legal or tax advice.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
(2026) The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism. (2021-2023) The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
Certificates
CRC
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