Jason Terrance Thomas
Investment adviser representative at Portfolio Design Labs, LLC
12 yearsExperience
2 statesRegistered in
CFADesignation
$624.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Portfolio Design Labs, LLCNov 2021 to now
- Assetmark Brokerage, LLCMay 2018 to Sep 2021
- AssetmarkDec 2014 to Sep 2021
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Portfolio Design Labs, LLC
$624.9MAssets managed
357Clients
1Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4262931
- Firm CRD
- 318127