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Jeffrey Francis Thompson

SHURWEST ASSET MANAGEMENT, LLC·SCOTTSDALE, Arizona
Unclaimed Profile
14287 N. 87TH STREET, SUITE 120, SCOTTSDALE, AZ 85260CRD# 2732245Firm CRD# 164099
01

About

Jeffrey Francis Thompson is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with SHURWEST ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SHURWEST ASSET MANAGEMENT, LLC
SHURWEST ASSET MANAGEMENT, LLC
AUM
—
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at SHURWEST ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2732245
Firm CRD# 164099
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Francis Thompson offer?
Jeffrey Francis Thompson specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Jeffrey Francis Thompson's credentials?
Jeffrey Francis Thompson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Francis Thompson located?
Jeffrey Francis Thompson is based in SCOTTSDALE, Arizona, working with SHURWEST ASSET MANAGEMENT, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Jeffrey Francis Thompson charge for services?
Jeffrey Francis Thompson's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHURWEST ASSET MANAGEMENT, LLC?
SHURWEST ASSET MANAGEMENT, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
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Nearby cities in Arizona
PHOENIX (224)TUCSON (124)MESA (41)CHANDLER (24)TEMPE (24)
City Guides
PHOENIX GuideTUCSON GuideMESA GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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