AdFi
JB

Jeremy Bigelow Thompson

Investment Adviser Representative at ADAPTIVE FINANCIAL CONSULTING, LLC

Beachwood, OHCRD #4441474Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
States Registered
3 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
LouisianaOhioTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/15/2002
SIE
Securities Industry Essentials Examination
Passed 1/15/2016
Series 7
General Securities Representative Examination
Passed 10/15/2001

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 - $2,000,0001.00%
$2,000,001 - $3,500,0000.90%
$3,500,001 - $5,000,0000.80%
$5,000,001 - $10,000,0000.70%
$10,000,001 - $20,000,0000.60%
$20,000,001 and Up0.50%
Source

Adaptive Financial Consulting, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ADAPTIVE FINANCIAL CONSULTING, LLCCurrent
7/26/2017Beachwood, OH
STRATOS WEALTH PARTNERS, LTD
9/20/20127/28/2017Beachwood, OH
LINCOLN FINANCIAL ADVISORS CORPORATION
3/4/20039/25/2012Cleveland, OH

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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View ADAPTIVE FINANCIAL CONSULTING, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeremy Bigelow Thompson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jeremy Bigelow Thompson - Financial Advisor in Beachwood, OH | AdvisorFinder