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Taylor J. Thompson

OASIS ADVISORS
Gilbert, AZ 85296
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CRD#: 6569907
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Professional summary


Taylor Jesse Thompson, who also goes by Taylor J Thompson, Taylor J. Thompson, Taylor Thompson, is a registered financial advisor currently at OASIS ADVISORS located in Gilbert, Arizona and ALPHABIT INVESTMENTS, LLC located in Mesa, Arizona.

Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Taylor has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Taylor J Thompson | Taylor J. Thompson | Taylor 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.
1) Insurance Agent, Oasis Advisors Risk Management, LLC. Principal office is located at 136 S 4th St, Forest City, IA 50436. Insurance agency. Start date 05/2025.; spends approximately 10% of time, some but not all during market hours. 2) CEO of AlphaBit Investments, LLC. Principal office is located at 136 S 4th St, Forest City, IA 50436. Investment-related. AlphaBit Investments, LLC sponsors and manages an ETF; Start date 02/2025; spends approximately 10% of his time during the month, all during market hours. 3) Vice President and IAR of OASIS Advisors, LLC. Principal office is located at 136 S 4th St, Forest City, IA 50436. The SEC Registrant provides investment advisory and related services to high-net-worth Individuals, corporations and pension and profit-sharing plans. Start date 05/2025; spends majority of time on this business.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Taylor Jesse 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®
None

Experience


Current

May 28, 2025 - Present

OASIS ADVISORS

Office #1: 1094 S Gilbert Road Suite 201, Gilbert, AZ 85296
RIA
CRD#: 335555
Gilbert, AZ
Current

November 4, 2025 - Present

ALPHABIT INVESTMENTS, LLC

RIA
CRD#: 334827
MESA, AZ
Past

October 7, 2022 - August 27, 2025

TERRA WEALTH

RIA
CRD#: 320643
MESA, AZ
Past

October 12, 2016 - September 23, 2022

PFS INVESTMENTS INC.

RIA
CRD#: 10111
GILBERT, AZ
Past

November 3, 2015 - September 23, 2022

PFS INVESTMENTS INC.

BD
CRD#: 10111
GILBERT, AZ

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
Arizona
(5/30/2025)
IAR
Texas
(5/28/2025)
IAR
Wisconsin
(11/4/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/29/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


OA
OASIS ADVISORS
OASIS ADVISORS | OASIS ADVISORS, LLC

CRD#: 335555 / SEC#: 801-132394

RIA
Registered Investment Advisory firm - (4/11/2025 120-Day Approval)
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Contact information


Main Address
136 S 4th Street, Forest City, IA 50436
Mailing Address
Phone number
(641) 251-6001
Established
Firm type
Fiscal year end
# of Employees
26

SEC notice filing (23 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - OASIS ADVISORS (10/22/2025)

Regulatory assets under management


Total Number of Accounts1,867
AUM (Assets Under Management)$ 239,311,393

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.

Company Information


OASIS ADVISORS

CRD#: 335555Gilbert, AZ 85296

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