![Irby Jones Thompson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Irby Jones Thompson
Plus aucun poste en cours
Profil
Mr. Irby J.
Thompson is a Managing Director at Warren Averett Asset Management LLC.
He has worked in the financial services industry for over 40 years.
He heads the firm’s Montgomery office.
His work centers on serving the long-term financial planning needs of clients and their families in a holistic and multi-generational context.
Near-retirees, retirees and widows are well represented in the clients he serves.
He has significant experience in the process of portfolio design, investment manager research & selection and the ongoing monitoring of portfolio performance.
Mr. Thompson was previously employed as a Consultant by Welch Hornsby & Welch, Inc., a Principal by Thompson Insurance Enterprises LLC, and Owner by Wilson Price Wealth Management LLC.
He also served on the board at CapitalSouth Bancorp.
Mr. Thompson is a 1976 graduate of the University of Alabama, where he majored in Finance and Risk Management.
He earned the Certified Financial Planner designation in 1993.
Anciens postes connus de Irby Jones Thompson
| Sociétés | Poste | Fin |
|---|---|---|
Waverly Advisors LLC (Alabama)
 Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors primarily allocates client investment assets among various mutual funds, ETFs, fixed-income securities and independent managers on a discretionary and non-discretionary basis based on the client's specific investment objectives. | Gestionnaire de Portefeuille-Actions | 01/01/2020 |
Wilson Price Wealth Management LLC
 Wilson Price Wealth Management LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 31/03/2012 |
Welch Hornsby, Inc.
 Welch Hornsby, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Thompson Insurance Enterprises LLC
 Thompson Insurance Enterprises LLC Medical/Nursing ServicesHealth Services Operates assisted living centers and provides local transportation services | Corporate Officer/Principal | - |
| CAPITALSOUTH BANCORP. | Directeur/Membre du Conseil | 16/02/2009 |
Formation de Irby Jones Thompson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
63
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
The University of Alabama
 The University of Alabama Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Thompson Insurance Enterprises LLC
Thompson Insurance Enterprises LLC Medical/Nursing ServicesHealth Services Operates assisted living centers and provides local transportation services | Health Services |
CapitalSouth Bancorp
 CapitalSouth Bancorp Regional BanksFinance Functions as a state commercial bank | Finance |
Welch Hornsby, Inc.
Welch Hornsby, Inc. Investment ManagersFinance Provides investment advice | Finance |
Wilson Price Wealth Management LLC
Wilson Price Wealth Management LLC Investment ManagersFinance Provides investment advice | Finance |
Waverly Advisors LLC (Alabama)
Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors primarily allocates client investment assets among various mutual funds, ETFs, fixed-income securities and independent managers on a discretionary and non-discretionary basis based on the client's specific investment objectives. | Finance |
