Jonathan Thompson

MASTER'S WEALTH MANAGEMENT

Lancaster, PA 17602

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CRD#: 5563867

Professional summary

Jonathan Thompson, CFP® is a registered financial advisor currently at MASTER'S WEALTH MANAGEMENT INC. located in Lancaster, Pennsylvania.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jonathan has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

INSURANCE SALES POSITION: Insurance Sales NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 08/10/2020 ADDRESS: 480 New Holland Ave, Suite 7201, Lancaster PA 17602, United States DESCRIPTION: Sale of insurance products to existing clients MASTER'S ADVISORS, INC POSITION: Advisor NATURE: This is our DBA to do business with Securities America. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 01/27/2020 ADDRESS: 480 New Holland Ave, Suite 7201, Lancaster PA 17602, United States DESCRIPTION: Advisory Business.This is our DBA to do business with Securities America?

Blog Corner

CRS (Client Relationship Summary) - RIA

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

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^®

Certified Financial Planner

Experience

Current

March 27, 2024 - Present

MASTER'S WEALTH MANAGEMENT INC.

Office #1: 480 New Holland Avenue Suite 7201, Lancaster, PA 17602

RIA

CRD#: 328693

Lancaster, PA

Past

May 27, 2020 - April 1, 2024

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

LANCASTER, PA

Past

January 24, 2020 - April 1, 2024

SECURITIES AMERICA, INC.

CRD#: 10205

LANCASTER, PA

Past

February 26, 2009 - February 6, 2020

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

WERNERSVILLE, PA

Past

July 28, 2008 - November 17, 2008

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

WERNERSVILLE, PA

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".

MASTER'S WEALTH MANAGEMENT INC.

MASTER'S ADVISORS INC. | MASTER'S WEALTH MANAGEMENT INC.

CRD#: 328693 / SEC#: 801-129711

RIA

Registered Investment Advisory firm - (7/19/2024 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

Pennsylvania
(3/27/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/22/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/3/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/3/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/25/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MASTER'S WEALTH MANAGEMENT INC.

MASTER'S ADVISORS INC. | MASTER'S WEALTH MANAGEMENT INC.

CRD#: 328693 / SEC#: 801-129711

RIA

Registered Investment Advisory firm - (7/19/2024 Approved)

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Contact information

Main Address

480 New Holland Avenue Suite 7201, Lancaster, PA 17602

Mailing Address

Phone number

(717) 581-1323

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MASTER'S DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (10/13/2025)

Regulatory assets under management

Total Number of Accounts	1,263
AUM (Assets Under Management)	$ 415,439,107

Red Flags

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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Advisor Monitoring

Firm Stability Insights

Jonathan Thompson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

STATE FARM VP MANAGEMENT CORP.

STATE FARM VP MANAGEMENT CORP.

Primary Firm SEC Registration

MASTER'S WEALTH MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/22/2020

Series 63

Date: 9/3/2008

Series 7TO

Date: 3/3/2020

SIE

Date: 10/1/2018

Series 6

Date: 7/25/2008

Current Firm

MASTER'S WEALTH MANAGEMENT INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MASTER'S WEALTH MANAGEMENT INC.

TRUST BUT VERIFY

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