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Aaron T

Series 66

Bend, OR

Edward Jones

Aaron Thompson is a Series 66-licensed financial advisor with Edward Jones in Bend, OR, where he has worked since 2014. He has 11 years of industry experience. Outside his advisory role, Thompson is a member of Thompson Legacy Farms in Moro, OR. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm supports over 23,700 financial advisors nationwide and manages approximately $1.01 trillion in assets.

Business ownership considerations Business succession planning Family Business Inheritance planning Multi-generational wealth transfer Founder/Business Owner
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