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Jason Thompson, CFP®

Jason Thompson, CFP®

Financial Advisor

Jason Thompson is a financial advisor with Oak Capital Management, LLC. Jason received his bachelor’s degree in Chemical Engineering from Clemson University in 1997. After nearly 10 years working as an engineer, Jason transitioned to the financial services industry in 2007 when he joined Equitable Advisors where he partnered with his father.

Jason uses his engineering methodology to provide clear solutions to his clients focusing on holistic financial planning and bringing clarity through comprehensive planning in the areas of investment planning, retirement planning, insurance and estate planning.

In addition to holding FINRA series 7 and 66 registrations, Jason went on to attain the CERTIFIED FINANCIAL PLANNERTM professional designation.

Jason lives in Irmo, SC with his wife Meghan and their 2 children Caleb and Maisie. Outside of the office Jason spends his time coaching youth sports teams and serving as a youth counselor at Union United Methodist Church in Irmo, SC. Jason is also involved in the F3 Men’s fitness group and participates in various adventure races and road races of varying distances.


CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

 

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.