Our Team

Jeremiah Thompson

Vice President, Private CFO®

Hometown: Gaithersburg, MD

States Licensed: AZ, DC, FL, GA, IL, KS, MD, NJ, NY, NC, OH, SC, TX, VA, WA

a view of a city street
Jeremiah Thompson

Jeremiah Thompson

Vice President, Private CFO®

Credentials & Awards

  • Series 7 (General Securities Exam)
  • Series 66 (Uniform Combined State Law Exam)
  • Georgia Life/Accident/Sickness
  • Georgia Variable Products

Personal Info

Jeremiah has previously worked for Ameriprise Financial. For his final two years at Ameriprise, he led his office in production, client acquisition and financial planning. After graduating from James Madison University in Virginia, Jeremiah spent several years building two organizations that had groups touring up and down the east coast. Those unique experiences gave him great insight into what it takes to actually run, market, and grow an organization.

Are you an early bird or a night owl?

Early bird

What would the title of your autobiography be?

Ambidextrous

If you could only listen to one song for the rest of your life, what would it be?

Alexa De Paris (Prince) or Everybody Wants to Rule the World (Lettuce) or Positive Vibration (BMW) or Foreplay/Long Time (Boston)

If you could have the power of teleportation right now, where would you go?

The Pantheon in Rome

What is the last TV show you binge-watched?

Ozark

Motto or personal mantra?

All you've got to do is care. It's the impetus...

What inspires or motivates you to do your job, as it relates to the customer experience?

The feeling of understanding and comfort that clients get with clarity around both their simple and complex retirement questions... That's what I love.

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Background and qualification information is available at FINRA's BrokerCheck website.

* Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.

+ Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. oXYGen Financial is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice.

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. oXYGen Financial is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice.

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