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JT

Jason Thompson

MULTI-BANK SECURITIES
COLUMBUS, OH
·CRD# 2716497·30 years experience

Professional Summary

Jason Thompson, who also goes by Jason Lloyd Thompson, Jason Thompson, is a registered financial advisor currently at MULTI-BANK SECURITIES, INC. located in Columbus, Ohio. Jason is registered as a RR (Registered Representative) and started their career in finance in 1996. Jason has worked at 10 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jason Lloyd Thompson, Jason Thompson

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

30 years in the financial services industry

Current & Past Employments

MULTI-BANK SECURITIES, INC.·CRD# 22098
BD
8700 Orion Place, Columbus, OH 43240
October 7, 2026 - Present
STRATEGIC ADVISERS LLC·CRD# 104555
RIA
Columbus, OH
April 16, 2026 - September 5, 2026
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Smithfield, RI
April 9, 2026 - September 5, 2026
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.·CRD# 134139
RIA
Mount Vernon, OH
June 3, 2025 - August 26, 2025
CAMBRIDGE INVESTMENT RESEARCH, INC.·CRD# 39543
BD
Mount Vernon, OH
May 27, 2025 - August 26, 2025
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
RIA
Powell, OH
April 21, 2023 - May 23, 2025
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Powell, OH
March 27, 2023 - May 23, 2025
LANCASTER POLLARD & CO., LLC·CRD# 24110
BD
Columbus, OH
May 18, 2007 - April 26, 2013
THE HUNTINGTON INVESTMENT COMPANY·CRD# 16986
BD
Columbus, OH
September 1, 2006 - April 2, 2007
HUNTINGTON CAPITAL CORP.·CRD# 31021
BD
Columbus, OH
September 22, 2005 - September 5, 2006
THE HUNTINGTON INVESTMENT COMPANY·CRD# 16986
BD
Columbus, OH
March 16, 2004 - September 22, 2005
UBS FINANCIAL SERVICES INC.·CRD# 8174
RIA
Manalapan, NJ
July 24, 2002 - March 30, 2004
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
Weehawken, NJ
June 25, 2002 - March 30, 2004
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Smithfield, RI
March 21, 1996 - November 20, 1998

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Current Firm

MS
MULTI-BANK SECURITIES, INC.

MULTI-BANK SECURITIES, INC.

CRD#: 22098 / SEC#: 8-39547
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

1000 Town Center #2300, Southfield, MI 48075

Mailing Address

1000 Town Center #2300, Southfield, MI 48075

Phone Number

(248) 291-1100

Established

Michigan since 08/17/1987

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
MULTI-BANK SERVICES, LTD.SOLE SHAREHOLDER—
COOGAN, MICHAEL LAWSONCFO1735236
DREWS, MICHAEL WAYNEVICE CHAIRMAN1664216
ELSNER, MERLIN AUBERONCCO, SECRETARY5593423
MACCAGNONE, DAVID THOMASCHAIRMAN811479
MACCAGNONE, JEFFERY THOMASPRESIDENT AND CEO2077369

Disclosures

Regulatory Event

4

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

OBA-128324|OrgNmn:Gatos Malos LLC|Org Addr:Columbus,Ohio,US|OBA Nature:Inactive LLC, No services, pro|Invst Rel:N|Title:Owner|Duties:None - LLC is inactive|StrtDt:11-01-24|TotHrs/mon:0.5|TrdHrs/mon:0|OBA-128323|OrgNmn:VVCBUS Properties LLC|Org Addr:Columbus,Ohio,US|OBA Nature:LLC formed for real estate hol|Invst Rel:Y|Title:Owner|Duties:None as I am a passive owner and receives no ongoing income|StrtDt:11-01-13|TotHrs/mon:0.5|TrdHrs/mon:0|

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Ohio
(10/7/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Apr 2023About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 1996About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Mar 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Feb 2023About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2002About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Jason Thompson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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