Clients

Jared Thompson

Client of Derek Eichenwald; role not on file
Where things stand
  • Created by the sweep on 2026-09-06 from the margin-account email thread; tier set to clients because he is Derek's advisory client, not confirmed by JT.
  • Has an Individual account carrying roughly $98,000–$101,400 of margin debt created by an option buy-back, at about 10.325% interest.
  • Asked Derek three written questions on 2026-09-01 about why the leverage was taken on and what the exit plan is; the substantive answer has not been sent.
  • On 2026-09-04 he asked whether the Firm will reimburse the margin interest accruing during the delay — a monetary demand against the Firm, not yet assessed as a complaint.
  • Numerate and precise in writing; declined a Zoom and asked for answers in writing.
  • JT compiled a relationship check on the account on 2026-09-07 — correspondence timeline, email, Redtail, meetings, the MAP and a year of trading — and sent it to Brandon flagged as a fast 20–30 minute run with the Black Diamond equity bands and other items not right, and not to be sent anywhere. AppRiver also completed a message export for the household the same day.
2open asks of you
Relationship to JT
No direct contact. Reached the record through Jamar's escalation email of 2026-09-05, on which JT is not a party.
Email
wanderingjed@gmail.com
Channels
Outlook (email only, by his stated preference); one Zoom with Derek on 2026-08-19
IAR
Derek Eichenwald
Box folder
not on file
Notion tasks
—
Related files
Box Zoom folder 2026-08-19 16.26.30 Zoom Meeting with Derek Eichenwald _ Triumph Capital_ Jared Thompson (Box folder id 410325937440) — not yet reviewed
Last meeting
2026-08-19 Zoom with Derek (Box recording folder exists; not reviewed)
Last updated
2026-09-07

Focused on

  • Not on file for this window; he did not write. The Firm's activity was internal: a relationship check compiled for the CCO and an email export completed. record
  • Getting a written justification for the leveraged positions and their exit plan, and being made whole for the interest accrued while waiting. record

Asking me for

  • Reimbursement of margin interest accruing during the Firm's delay in responding (addressed to Jamar and Derek, not to JT). Status: open, no Firm position taken. record (Notion: not pushed)
    open
  • Written answers on three points: why over $100,000 was deployed for option buybacks without uninvested cash to cover it; how the positions outpace a 10.325% borrowing cost; the outlook and exit plan for the leveraged positions. Status: open, owed by Derek. record (Notion: not pushed)
    open

Concerns and frustrations

  • That his account is "actively bleeding roughly $28 a day in interest" while he waits, and that the delay is the Firm's scheduling rather than anything in the market. record
  • Three requests for a substantive written response across eight days, with one promised date missed. record

Doable vs. not doable

  • The relationship check as it stands → not usable outside the firm. JT flagged the Black Diamond equity bands and other items as not right and said it should not be sent anywhere; it needs a clean pass before it informs any position on the reimbursement demand. record
  • Reimbursement of margin interest for a service delay → needs a decision, and the CCO's, not operations'. record
  • Written answers on the three numbered points → doable by Derek; overdue since 2026-09-01. record

How to work with them

  • Prefers email over calls and said so explicitly, citing a time difference; wants analysis in writing before moving forward. Anything sent to him should be treated as a producible document. record
  • Quantifies precisely — the rate, the monthly cost, the daily cost, the balance — and escalates in measured steps rather than all at once. record

Crossover

  • touches Brandon Drespling: JT sent him the relationship check on this account, so the CCO now holds a working timeline of the relationship alongside the open reimbursement demand — with JT's caveat that parts of it are wrong. record
  • touches Derek Eichenwald: Derek is the IAR, owes the written response, and missed the date Jamar relayed to the client. record
  • touches Jamar Anderson: Jamar carried the thread, relayed a Derek timeline that slipped, and escalated it in writing. record
  • touches Rob and Raya Zakir: the second household in four days to raise a money claim against the Firm after a written request went unanswered. Same pattern, different subject. record

Decisions log

Nothing yet.

Meeting log

DateTitleRecord
2026-09-07
Discussed in: relationship check compiled and sent to Brandon (Teams)
record
2026-09-05
Margin-interest reimbursement demand escalated to Derek (email thread from 2026-08-28)
record

History

Nothing yet.

Records with Jared