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Mitchell Jacob Thompson

MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.·MONTEVIDEO, Minnesota
Clean recordMJT & 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mitchell Jacob Thompson is a registered financial advisor based in MONTEVIDEO, Minnesota, affiliated with MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.. 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
Introduction

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03

Firm Overview

Firm
MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.
MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.
AUM
$137M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4272184
Firm CRD# 297716
View on FINRA BrokerCheck →

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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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