Jason Thomson (CRD# 7176001) is an Investment Advisor Representative working at Gross Investments LLC in Medina, OH and has over 4 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 1065232
Independence Capital Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gross Insurance LLC | Brunswick, OH | Nov 2021 - Current | 2 |
| Gross Investments LLC | Brunswick, OH | Oct 2021 - Current | 2 |
| Sherwin Williams | Cleveland, OH | Feb 2021 - Current | 3 |
| Amfg Wealth Management LLC | Westlake, OH | Sep 2019 - Mar 2021 | 1 |
| Westpoint Wealth Management | Berea, OH | Sep 2018 - Feb 2021 | 2 |
| Keybank | Cleveland, OH | Feb 2014 - Aug 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- OH
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts160ACCOUNTS
-
Average Account Value$31,541
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
FL, OH
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