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GT

Georgeil Thompson

JOSEPH EDEN CAPITAL
Forest Park, IL
·CRD# 7397941·5 years registered

Professional Summary

Georgeil Thompson is a registered financial advisor currently at JOSEPH EDEN CAPITAL, LLC located in Forest Park, Illinois. Georgeil is registered as a RR (Registered Representative) and started their career in finance in 2022. Georgeil has worked at 1 firm and has passed the Series 63, Series 6TO and SIE exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

5 years registered in the securities industry

Current & Past Employments

Current

JOSEPH EDEN CAPITAL, LLCCurrent·CRD# 310317
BD
1. 7600 West Roosevelt Rd., Forest Park, IL 601302. 7600 W. Roosevelt Rd., Forest Park, IL 60130
April 9, 2022 - Present

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Current Firm

JE
JOSEPH EDEN CAPITAL, LLC

JOS | JOSEPH EDEN INVESTMENTS, LLC | JOSEPH EDEN CAPITAL, LLC

CRD#: 310317 / SEC#: 8-70574
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

7600 W. Roosevelt Rd., Forest Park, IL 60130

Mailing Address

7600 W. Roosevelt Rd., Forest Park, IL 60130

Phone Number

(312) 585-8478

Established

Illinois since 06/16/2020

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (18 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
JOSEPH FUND, INC.SOLE MEMBER—
BOMA, BRITTANY KCCO & AMLCO7448202
SERRA, CARL ANTHONY IIIFINOP3179039

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(10/21/2022)
RR
California
(10/21/2022)
RR
Delaware
(6/5/2026)
RR
Georgia
(10/21/2022)
RR
Illinois
(10/21/2022)
RR
Louisiana
(6/5/2026)
RR
Maryland
(6/14/2023)
RR
Michigan
(10/21/2022)
RR
Missouri
(10/21/2022)
RR
New Jersey
(10/21/2022)
RR
New York
(10/21/2022)
RR
North Carolina
(10/21/2022)
RR
Oklahoma
(10/21/2022)
RR
Pennsylvania
(10/21/2022)
RR
South Carolina
(10/21/2022)
RR
Texas
(10/21/2022)
RR
Virginia
(10/21/2022)
RR
Wisconsin
(10/21/2022)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2022About the Series 63 exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Apr 2022About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Aug 2021About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

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

CRS (Customer Relationship Summary)

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