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Taylor Jesse Thompson

Investment Adviser Representative at Alphabit Investments, LLC

Mesa, AZCRD #6569907Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Taylor Jesse Thompson is an investment adviser representative in Mesa, AZ, currently registered with Alphabit Investments, LLC and Oasis Advisors. They have worked in the securities industry since 2015 and have been registered with 4 firms, including Terra Wealth and Primerica Advisors. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Arizona, Texas, and Wisconsin.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Arizona, Texas, Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/29/2016
Series 63
Uniform Securities Agent State Law Examination
Passed 11/17/2015
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/3/2015

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Alphabit Investments, LLCCurrent
11/4/2025 – Mesa, AZ
Oasis AdvisorsCurrent
5/28/2025 – Gilbert, AZ
Terra Wealth
10/7/2022 – 8/27/2025Mesa, AZ
Primerica Advisors
10/12/2016 – 9/23/2022Gilbert, AZ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. PFS Investments Inc
    Nov 2015 – Sep 2022Gilbert, AZ
  2. Caribou Coffee
    Nov 2016 – Jul 2017Tempe, AZ
  3. Greenfield Junior HIGH
    Nov 2018 – Jan 2019Gilbert, AZ
  4. Terra Wealth Management, LLC
    Sep 2022 – Aug 2025Mesa, AZ
  5. United States AIR Force Reserves
    Mar 2016 – no end date reportedLuke Air Force Base, AZ
  6. OASIS Advisors, LLC
    May 2025 – no end date reportedGilbert, AZ
  7. Alphabit Investments, LLC
    Feb 2025 – no end date reportedMesa, AZ

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Alphabit Investments, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Unknown

Client types the firm serves

Unknown

Firm assets under management

Unknown

Firm disclosures (Form ADV)
Unknown

Source: firm Form ADV filing

Similar advisors in Mesa, AZ

Other advisors whose filed branch office is in the same city.

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. Taylor Jesse 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Taylor Jesse Thompson (Alphabit Investments) | AdvisorFinder