James A. Thompson
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James A. Thompson Email & Phone Number

Senior Financial Planner at Trivium Point Advisory at Trivium Point Advisory
Location: Contact Info, United States 4 work roles 3 schools
1 work email found @barnumfg.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email j****@barnumfg.com
LinkedIn Profile matched
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Current company
Trivium Point Advisory
Role
Senior Financial Planner at Trivium Point Advisory
Location
Contact Info, United States

Who is James A. Thompson? Overview

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James A. Thompson is listed as Senior Financial Planner at Trivium Point Advisory at Trivium Point Advisory, based in Contact Info, United States. AeroLeads shows a work email signal at barnumfg.com and a matched LinkedIn profile for James A. Thompson.

James A. Thompson previously worked as Senior Financial Planner at Trivium Point Advisory and Financial Advisor / Financial Services Representative at Barnum Financial Group. James A. Thompson studied at Union College.

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*@barnumfg.com
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Profile bio

About James A. Thompson

-Providing insurance and financial advice for over 38 years-Former President of The Thompson Group, Inc.-Previously worked for New York Life and National Planning Corporation-Million Dollar Round Table qualifier, 2014-Earned the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations-Earned a diploma in Real Estate from New York University-Licensed to sell Life & Health Insurance in NY, CT, NJ, PA-Hold Securities registrations 6, 7, 63, 24, 62 and 39 through LPL Financial. Specialties: Small business buy-sell agreement fundingEstate conservation strategiesI am licensed and registered to offer products and services in several states. Licenses and registrations will vary. Please contact this office for further information. Domiciled in NY| 711 WESTCHESTER AVE, SUITE 305 WHITE PLANS, NY 10604| CA Insurance Lic# OE93734

Current workplace

James A. Thompson's current company

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Trivium Point Advisory
Trivium Point Advisory
Senior Financial Planner at Trivium Point Advisory
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4 roles · 23 years

James A. Thompson work experience

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Senior Financial Planner

Current
Trivium Point Advisory

White Plains, New York, United States

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section. Trivium Point Advisory and LPL Financial are separate entities. Tax and accounting-related services offered through TriviumPoint Advisory LLC, DBA Trivium Point Advisory, LLC. Trivium Point Advisory is a separate legal entity and not affiliated withLPL Financial. LPL Financial does not offer tax advice or Tax or accounting-related services.•Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may 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.

Sep 2020 - Present

Financial Advisor / Financial Services Representative

Barnum Financial Group

Westchester, Ny

If your goal is to achieve financial freedom, I will help you pursue it. Because financial freedom means different things to different people, I take the time to understand what it means to you. No matter what stage of life or financial state you're in, having a financial strategy is an important part of everyone's life. My goal is to give you the appropriate tools to help you understand your financial possibilities.

2010 - Sep 2020

Financial Advisor

National Planning Corp
2004 - 2010 ~6 yrs
3 education records

James A. Thompson education

Education record

Mamaroneck High School
FAQ

Frequently asked questions about James A. Thompson

Quick answers generated from the profile data available on this page.

What company does James A. Thompson work for?

James A. Thompson works for Trivium Point Advisory.

What is James A. Thompson's role at Trivium Point Advisory?

James A. Thompson is listed as Senior Financial Planner at Trivium Point Advisory at Trivium Point Advisory.

What is James A. Thompson's email address?

AeroLeads has found 1 work email signal at @barnumfg.com for James A. Thompson at Trivium Point Advisory.

Where is James A. Thompson based?

James A. Thompson is based in Contact Info, United States while working with Trivium Point Advisory.

What companies has James A. Thompson worked for?

James A. Thompson has worked for Trivium Point Advisory, Barnum Financial Group, American Business, and National Planning Corp.

How can I contact James A. Thompson?

You can use AeroLeads to view verified contact signals for James A. Thompson at Trivium Point Advisory, including work email, phone, and LinkedIn data when available.

What schools did James A. Thompson attend?

James A. Thompson studied at Union College.

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