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Mitchell Jacob Thompson

MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.·MONTEVIDEO, Minnesota
Series 6, Series 7, Series 63Clean record12 years registeredMJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.
1505 E HWY 7, MONTEVIDEO, MN 56265CRD# 4272184Firm CRD# 297716

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mitchell Jacob Thompson · MONTEVIDEO, MN
Registration
CRD #4272184 · MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. · 12 years registered
Brand Profile
Not yet started
01

Career History

MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.
Oct 2018 – present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Jul 2014 – Nov 2018
GOLDEN VALLEY, MN
GEN FINANCIAL MANAGEMENT INC.
Nov 2013 – Aug 2014
PLYMOUTH, MN
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Registration record
First registered · November 26, 2013
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.
CRD 297716 · SEC 801-120971
AUM
$137M
Regulatory assets under management
Employees
2
293 client accounts
Services offered by MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. →
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05

Frequently Asked Questions

What services does Mitchell Jacob Thompson offer?
Mitchell Jacob Thompson specializes in Financial Planning, Investment Management. Contact their office in MONTEVIDEO, Minnesota for a consultation.
What are Mitchell Jacob Thompson's credentials?
Mitchell Jacob Thompson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mitchell Jacob Thompson located?
Mitchell Jacob Thompson is based in MONTEVIDEO, Minnesota, working with MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.. Their office serves clients in the MONTEVIDEO metropolitan area and surrounding communities.
How does Mitchell Jacob Thompson charge for services?
Mitchell Jacob Thompson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.?
MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. has approximately 2 employees and manages $137M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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