Jason B. Thompson, CRC

Managing Director - Investment Officer, Senior Financial Advisor

From Dreams… To Goals… To Flexibility… To Confidence

You are pursuing your financial goals and deserve someone who can help you with advice and guidance. I am here to listen and help you plan for your future with confidence. I’m backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let me help you develop an investment strategy that is flexible and tracks your goals.

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2024 Outlook: A pivotal year for the economy and markets

Wells Fargo Investment Institute’s 2024 outlook for the economy, equities, fixed income, real assets, and alternative investments.

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News and Insights

Tax Deferral

“Tax deferral” is a method of postponing the payment of income tax on currently earned investment income until the investor withdraws funds from the account

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High Yield Meets Easy Access

Brokered Liquid Deposit is now available with a minimum opening deposit of $100,000. If you’re looking to make your excess cash work harder, this could be an option for you.

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Consider these tax-smart moves

Learn about tax-smart strategies to consider before year-end to make the most out of your money

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