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Allan James Thompson

JOCASSEE QUANTITATIVE, LLC·CHARLOTTESVILLE, Virginia
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240 W MAIN STREET, CHARLOTTESVILLE, VA 22902CRD# 5521709Firm CRD# 316865
01

About

Allan James Thompson is a registered financial advisor based in CHARLOTTESVILLE, Virginia, affiliated with JOCASSEE QUANTITATIVE, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
JOCASSEE QUANTITATIVE, LLC
JOCASSEE QUANTITATIVE, LLC
AUM
$606M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at JOCASSEE QUANTITATIVE, LLC →
Services
Pension consulting
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Background

Compensation
Performance-based fees
Other: ANNUALLY NEGOTIATED MANAGEMENT FEE
Regulatory
SEC/IARD CRD# 5521709
Firm CRD# 316865
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Allan James Thompson offer?
Allan James Thompson specializes in Retirement Planning. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.
What are Allan James Thompson's credentials?
Allan James Thompson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Allan James Thompson located?
Allan James Thompson is based in CHARLOTTESVILLE, Virginia, working with JOCASSEE QUANTITATIVE, LLC. Their office serves clients in the CHARLOTTESVILLE metropolitan area and surrounding communities.
How does Allan James Thompson charge for services?
Allan James Thompson's firm is compensated through performance-based fees, other: annually negotiated management fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JOCASSEE QUANTITATIVE, LLC?
JOCASSEE QUANTITATIVE, LLC has approximately 9 employees and manages $606M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)ALEXANDRIA (149)RESTON (142)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideALEXANDRIA GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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