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JT

John W. Thompson

ACERTADO INVESTMENTS
FORT LAUDERDALE, FL
Some features on this profile are disabled
CRD#: 8001556
JT

Professional summary

John William Thompson Jr., who also goes by John Thompson, is a registered financial advisor currently at ACERTADO INVESTMENTS located in Fort Lauderdale, Florida.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. John has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

John 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.
Chiflaco LLC Not Investment Related 3015 N Ocean Blvd Apt. 10H Fort Lauderdale, FL 33308 Merger and Acquisitions Consultant Owner; self-employed 03/2023 This activity is generally performed outside of normal trading hours Merger and Acquisition consulting for companies.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John William Thompson Jr.'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

January 2, 2025 - Present

ACERTADO INVESTMENTS

RIA
CRD#: 333775
FORT LAUDERDALE, FL

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
Florida
(1/2/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/21/2024
Uniform Investment Adviser Law Examination

Current Firm

AI
ACERTADO INVESTMENTS
ACERTADO INVESTMENTS | ACERTADO INVESTMENTS LLC

CRD#: 333775 / SEC#:

Florida
Registered Investment Advisory firm - (1/2/2025 Approved)
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Contact information

Main Address
Fort Lauderdale, FL
Mailing Address
Phone number
(954) 701-4919
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

ACERTADO INVESTMENTS

CRD#: 333775Fort Lauderdale, FL

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