Jason R. Thomson

GROSS INVESTMENTS LLC

North Ridgeview, OH

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CRD#: 7176001

Professional summary

Jason Robert Thomson is a registered financial advisor currently at GROSS INVESTMENTS LLC located in North Ridgeview, Ohio.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jason has worked at 2 firms and has passed the Series 65 and SIE 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 Jason Robert Thomson'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

October 21, 2021 - Present

GROSS INVESTMENTS LLC

RIA

CRD#: 310119

North Ridgeview, OH

Past

September 13, 2019 - March 21, 2021

AMFG WEALTH MANAGEMENT LLC

RIA

CRD#: 292160

North Ridgeville, OH

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

Ohio
(10/21/2021)

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: 8/14/2019

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 4/1/2019

Securities Industry Essentials Examination

Current Firm

GROSS INVESTMENTS LLC

CRD#: 310119 / SEC#:

Florida

Registered Investment Advisory firm - (8/14/2023 Approved)

Ohio

Registered Investment Advisory firm - (8/3/2020 Approved)

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Contact information

Main Address

3812 Pearl Road Suite 20, Medina, OH 44256

Mailing Address

Phone number

(216) 644-6957

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	206
AUM (Assets Under Management)	$ 9,407,433

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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Jason R. Thomson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

GROSS INVESTMENTS LLC

AMFG WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/14/2019

SIE

Date: 4/1/2019

Current Firm

GROSS INVESTMENTS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GROSS INVESTMENTS LLC

TRUST BUT VERIFY

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