Jason B. Thompson, CRC

Managing Director - Investment Officer, Senior Financial Advisor

What Is A CRC?®

A Certified Retirement Counselor®

• Comprehends what today's complex retirement plans and laws mean to you.
• Identifies appropriate retirement savings and / or income strategies for your particular
  situation.
• Understands the dynamics of life changing issues.
• Commits to high ethical Standards and continuing professional education.

Why Work with a Certified Retirement Counselor®?


With a CRC®, you will be working side-by-side with a qualified retirement professional who has earned a credible certification that meets highly rigorous independent accreditation standards.

Whether you're working on accumulating a retirement nest egg or needing help creating a retirement income plan that lasts a lifetime, your Certified Retirement Counselor® will be there to help you every step of the way.


When Should I Meet with My Certified Retirement Counselor®?


A CRC® can develop a retirement plan you can rely on for a heathier, happier, and more productive retirement. Regardless of when you start to plan, your CRC® will counsel you on how to make important decisions that are right for you.

Try to meet with a Certified Retirement Counselor® early in your career to establish a foundation for your retirement plan.  
When you are five to ten years away from retirement, meeting with a CRC® may be the best retirement planning decision you will ever make.


There can be no guarantee that using a Certified Retirement Counselor® will yield positive results. Investing involves risks, including the potential for principal loss.

Why Choose a CRC®?

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

This information is intended for use only by residents of (AK, AZ, CA, FL, GA, IA, IL, KS, MI, MO, NE, OH, OK, SD, TN, TX, VA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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