Jason Edward Thomas
Investment adviser representative at One Capital Management, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.5BFirm 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 assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- One Capital Management, LLCMar 2025 to now
- Outside Insurance SalesSep 2021 to now
- University of California, Los AngelesMay 2019 to now
- Grantham UniversityApr 2015 to now
- Jason ThomasMar 2013 to now
- MagellanNov 2012 to now
- Zeiders, Inc.Nov 2012 to now
- Avantax Advisory ServicesOct 2021 to Mar 2025
- Avantax Insurance Agency, LLCOct 2021 to Mar 2025
- Avantax Investment Services Inc.Oct 2021 to Mar 2025
- Avantax Insurance Agency, LLCOct 2019 to Aug 2021
- Avantax Advisory ServicesOct 2019 to Feb 2021
- Avantax Investment Services, Inc.Sep 2019 to Feb 2021
- Pure Financial Advisors, Inc.Jun 2017 to Jul 2019
- University of RedlandsNov 2012 to Jun 2021
- H.D. Vest Insurance Agency, LLCOct 2010 to Nov 2017
- H.D. Advisory Services, Inc.Oct 2010 to Jun 2017
- Hd Vest Investment ServicesOct 2010 to Jun 2017
- Thomas Wealth PlanningDec 2009 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
One Capital Management, LLC
$8.5BAssets managed
3,535Clients
64Advisers
24 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
- 5246996
- Firm CRD
- 114861