Unclaimed Profile

Jessica Lacey Thompson

CARY STREET PARTNERS ASSET MANAGEMENT LLC·RICHMOND, Virginia

SIE, Series 7, Series 24, Series 66Clean record24 years registeredCARY STREET PARTNERS ASSET MANAGEMENT LLC

901 EAST BYRD STREET, RICHMOND, VA 23219CRD# 4401312Firm CRD# 289178

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jessica Lacey Thompson · RICHMOND, VA

Registration

CRD #4401312 · CARY STREET PARTNERS ASSET MANAGEMENT LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CARY STREET PARTNERS ASSET MANAGEMENT LLC

CARY STREET PARTNERS

Nov 2020 – Oct 2024

Richmond, VA

DAVENPORT & COMPANY LLC

Feb 2018 – May 2019

RICHMOND, VA

THOMPSON SIEGEL & WALMSLEY LLC

Jun 2012 – Dec 2017

RICHMOND, VA

RIDGEWORTH CAPITAL MANAGEMENT, INC.

May 2009 – Sep 2010

RICHMOND, VA

SUNTRUST INVESTMENT SERVICES, INC.

May 2008 – Feb 2009

RICHMOND, VA

SUNTRUST INVESTMENT SERVICES, INC.

Jun 2002 – Jul 2007

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · June 4, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CARY STREET PARTNERS ASSET MANAGEMENT LLC

CRD 289178 · SEC 801-110994

AUM

$1.5B

Regulatory assets under management

Employees

2,921 client accounts

Services offered by CARY STREET PARTNERS ASSET MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Nonprofits & Foundations

View all advisors at CARY STREET PARTNERS ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Jessica Lacey Thompson offer?

Jessica Lacey Thompson specializes in Investment Management, Wealth Management.

What are Jessica Lacey Thompson's credentials?

Jessica Lacey Thompson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jessica Lacey Thompson located?

Jessica Lacey Thompson is based in RICHMOND, Virginia, last registered with CARY STREET PARTNERS ASSET MANAGEMENT LLC.

How does Jessica Lacey Thompson charge for services?

Jessica Lacey Thompson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CARY STREET PARTNERS ASSET MANAGEMENT LLC?

CARY STREET PARTNERS ASSET MANAGEMENT LLC has approximately 47 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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