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JT
CFP
JT
CFP
Jeffery Dale Thompson
Avalan, LLC
13 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Estate Planning
Tax Planning
Education Planning
Charitable Giving
Avalan, LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
10 advisors
Number of Clients
287 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$488.9M
Fee Structure
Investment Management
Planning
Minimum Annual Fee:
$10,000
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Location
233 E Carillo, Suite B, Santa Barbara, CA, 93101
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
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Employment Separation After Allegations
June 2017
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Avalan, LLC
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Miracle Mile Advisors, LLC
May 2018 - July 2020 · 2 yrs 2 mos
Strategic Advisers, INC.
January 2012 - June 2017 · 5 yrs 5 mos
Fidelity Brokerage Services LLC
Broker
January 2012 - June 2017 · 5 yrs 5 mos
Edward Jones
January 2011 - January 2012 · 1 yr
Edward Jones
Broker
January 2011 - January 2012 · 1 yr
State Registrations
1 state
CA
Advisor
Exams
No exam information available for this advisor.