David J. Thompson

PETRA WEALTH MANAGEMENT

FREDERICKSBURG, VA

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CRD#: 7112392

Professional summary

David Jeraud Thompson is a registered financial advisor currently at PETRA WEALTH MANAGEMENT located in Fredericksburg, Virginia.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. David has worked at 2 firms and has passed the Series 65 and Series 63 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Jeraud 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®

None

Experience

Current

December 3, 2024 - Present

PETRA WEALTH MANAGEMENT

RIA

CRD#: 332830

FREDERICKSBURG, VA

Past

May 17, 2019 - November 25, 2024

SOVEREIGN CAPITAL VANTAGE, INC.

RIA

CRD#: 288492

Mount Vernon, IL

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

Virginia
(12/3/2024)

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Exams

State Security Law Exam

IAR

Series 65

Date: 5/7/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/9/2001

Uniform Securities Agent State Law Examination

Current Firm

PETRA WEALTH MANAGEMENT

PETRA WEALTH MANAGEMENT | PETRA WEALTH MANAGEMENT, LLC

CRD#: 332830 / SEC#:

Virginia

Registered Investment Advisory firm - (12/3/2024 Approved)

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Contact information

Main Address

Fredericksburg, VA

Mailing Address

10408 Courthouse Road #77, Spotsylvania, VA 22553

Phone number

(804) 223-2298

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	43
AUM (Assets Under Management)	$ 4,089,104

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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David J. Thompson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PETRA WEALTH MANAGEMENT

SOVEREIGN CAPITAL VANTAGE, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/7/2019

Series 63

Date: 2/9/2001

Current Firm

PETRA WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PETRA WEALTH MANAGEMENT

TRUST BUT VERIFY

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