Jennifer A. Thompson
SOUTHSTATE ADVISORY
HILTON HEAD ISLAND, SC 29928
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CRD#: 4537271
Professional summary
Jennifer Ahendt Thompson, CFP®, who also goes by Jennifer Jane Ahrendt, Jennifer Ahrendt Thompson, is a registered financial advisor currently at SOUTHSTATE ADVISORY, INC. located in Hilton Head Island, South Carolina.
Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jennifer has worked at 5 firms and has passed the Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jennifer Jane Ahrendt | Jennifer Ahrendt Thompson
Other business activities
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.
ST. LUKE'S ANGLICAN CHURCH FOUNDATION: Not investment-related; 50 Pope Avenue, Hilton Head Island, SC 29928; The foundation is in place for the management of the resources that support the church mission such as the endowment fund as well as the designated and undesignated funds that have been given to Saint Luke's Anglican Church; Serve as board member; I have been a board member of the foundation since 2020; Approximate number of hours/month you devote to the other business; 2-3; Number of hours you devote to the other business during securities trading hours; None; Briefly describe your duties relating to the other business; we have monthly board meetings after work and cover the foundation agenda or current and proposed foundation business. I am also on task force helping with our planned giving. THE ESTHER PROJECT-SAINT LUKE'S: a ministry of Saint Luke Anglican Church; not investment-related; 50 Pope Avenue, Hilton Head Island, SC 29928; one of the mission areas of Saint Luke's Anglican Church is called the Ether Project. The intent of the Esther project is assisting members of the church when they have short term unexpected bills that they cannot afford, such as an unanticipated medical expense or moving expense. We are part of the 501c3 of the church and the funds come from donations and a grant from The Church Mouse (a thrift store that is also part of Saint Luke's); Serve as board member; I have been a board member since 2010; Approximate number of hours/month you devote to the other business; 3-4; Number of hours you devote to the other business during securities trading hours; none; Briefly describe your duties relating to the other business; I meet with the other board members as needs come up from members of the church and we make decisions about assistance and then provide the assistance.
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Ahendt Thompson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2001
Experience
Current
January 14, 2025 - Present
SOUTHSTATE ADVISORY, INC.
Office #1: 2 Palmetto Bay Road, Hilton Head Island, SC 29928RIA
CRD#: 153113
HILTON HEAD ISLAND, SC
Past
October 17, 2012 - October 31, 2017
OAK ADVISORS, LLC
RIA
CRD#: 137192
BLUFFTON, SC
Past
March 10, 2011 - October 18, 2012
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
BLUFFTON, SC
Past
December 9, 2010 - October 18, 2012
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
BLUFFTON, SC
Past
November 25, 2008 - December 22, 2010
FIRST COMMAND BROKERAGE SERVICES, INC.
RIA
CRD#: 3641
HILTON HEAD ISLAND, SC
Past
October 15, 2008 - December 22, 2010
FIRST COMMAND BROKERAGE SERVICES, INC.
BD
CRD#: 3641
HILTON HEAD ISLAND, SC
Past
December 31, 2001 - November 5, 2008
BOYS ARNOLD & CO. INC.
RIA
CRD#: 104840
HILTON HEAD ISLAND, SC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
SOUTHSTATE ADVISORY, INC.
FIRST SOUTHEAST 401(K) FIDUCIARIES, INC. | SOUTHSTATE WEALTH | SOUTHSTATE RETIREMENT PLAN SERVICES | SOUTHSTATE ADVISORY, INC. | SOUTH STATE ADVISORY, INC. | MINIS AND COMPANY
CRD#: 153113 / SEC#: 801-71264
RIA
Registered Investment Advisory firm - (4/7/2010 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
South Carolina(1/14/2025)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
SA
SOUTHSTATE ADVISORY, INC.
FIRST SOUTHEAST 401(K) FIDUCIARIES, INC. | SOUTHSTATE WEALTH | SOUTHSTATE RETIREMENT PLAN SERVICES | SOUTHSTATE ADVISORY, INC. | SOUTH STATE ADVISORY, INC. | MINIS AND COMPANY
CRD#: 153113 / SEC#: 801-71264
RIA
Registered Investment Advisory firm - (4/7/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
520 Gervais St, Columbia, SC 29201
Mailing Address
Phone number
(803) 231-3492
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 441 |
| AUM (Assets Under Management) | $ 3,783,729,428 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/27/2025 | ||
| 01/26/2024 | ||
| 03/30/2023 |
Red Flags
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