Founder
Get to Know John Thompson Jr.
Founder, Acertado Investments | Fee‑Only Fiduciary | First‑Generation Wealth Builder
I founded Acertado Investments because I know what it takes to build wealth from the ground up. I’m a first-generation wealth builder — someone who didn’t inherit a financial roadmap, but created one through discipline, education and intentional decision-making.
I grew up in the rural Midwest, far from the world of institutional investing. Nothing about my background guaranteed financial success. Every step — from earning scholarships to studying abroad to building a career in investment management — was the result of deliberate choices and long-term thinking.
That experience shapes how I work serve clients today. I understand the pressure, the responsibility, and pride that come with being the first in your family to build real wealth. And I know how transformative the right financial decisions can be.
Why I Serve First-Generation Wealth Builders
People like us do not take wealth for granted. We build it intentionally. Through discipline, sacrifice, and a commitment to living below our means.
My clients are typically individuals who:
Did not inherit a financial playbook
Want to create a better financial life than the one they started with
Value structure, clarity and long-term thinking
Want a partner who understands the stakes and the journey
If that’s you, we’ll work well together.
This focus is not a marketing angle — it’s lived experience. It’s why Acertado exists.
Institutional-Grade Experience, Personal Perspective
Before launching Acertado Investments, I spent decades managing institutional portfolios for major corporations and global financial institutions. My roles included:
Principal & Senior Investment Strategist, PGIM Quantitative Solutions, Newark
Partner & Head of Wealth Management & Investment Solutions, Aon, Chicago
Senior Vice President & Portfolio Manager, Morningstar Investment Management & Ibbotson Associates, Chicago
I advised on billions of dollars for insurance companies, private banks, broker‑dealers, pension plans, endowments, and asset managers — applying academic research and evidence‑based frameworks to real‑world investment decisions.
Today, I bring that same disciplined, institutional‑grade investment process to first‑generation wealth builders who want a professional who want a professional, repeatable approach — not guesswork or speculation.
A Global Perspective, Rooted in Real Experience
My academic journey took me from the Midwest to South America, where I studied as both a Rotary Ambassadorial Scholar and a Fulbright Scholar. I earned an MBA in Finance & International Business and an MA in Latin American Studies from the University of Chicago.
I speak Spanish and Portuguese and have lived in Chicago, Hoboken, and now Fort Lauderdale, Florida.
These experiences taught me how different cultures think about money, risk, and opportunity — insights I bring to every client relationship.
Aligned Incentives, Transparent Advice
As a fee-only fiduciary, I am committed to acting in your best interest — always. And when appropriate, I invest in many of the same strategies I recommend. I believe in
Alignment
Transparency
Evidence-based decision-making
A disciplined process that keeps us moving in the same direction.