PenFed Wealth Management
Life throws a lot your way. Let PenFed Wealth Management be your partner in building a secure financial future.
Meet Jon Thompson
For more information about this firm, check FINRA’s BrokerCheck.
Jon Thompson
LPL Financial Advisor
LPL Financial at PenFed Wealth Management
Phone: 830-470-4838
Covers: TX, NM, OK, MO, AL, LA, AR, KS, CO, NV, AZ, NE
My Background
Let's work together
I help individuals and families pursue their financial dreams by providing sound financial advice based on 30+ years of experience in the industry. I am deeply committed to my clients’ financial wellbeing, and I strive to listen intently to their needs and concerns to provide them with just the right help for their unique circumstances.
Professional Specialties
- Jon began his Financial Services journey in 1994. He has built a career on listening to his clients, learning their needs, and aligning options in their best interests
- Jon is dedicated to helping individuals, their families, and their businesses by tailoring and customizing tools and resources to work toward their goals and objectives
- Jon specializes in Retirement Planning and strategies that seek growth
Qualifications
- Financial Advisor with LPL Financial
- Registered with FINRA Series 63, 66, 7, 31, and SIE securities registrations with LPL Financial
- Life & Health Insurance licensed in most states
Education
Studied Business Administration at Sam Houston State University.
Personal
My wife Sally and I enjoy our dogs, our river cabin, and all the time with the 8 Grandchildren we can get. Woodworking is my stress relief hobby. I am on the local Chamber of Commerce Board of Directors and Chair their educational foundation. I am also very involved in the local Rotary International Club.
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. PenFed Credit Union and PenFed Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using PenFed Wealth Management and may also be employees of PenFed Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, PenFed Credit Union or PenFed Wealth Management. Securities and insurance offered through LPL or its affiliates are:
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Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value |
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Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.
The LPL Financial Registered Representative(s) associated with this site may only discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
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