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Janelle Johnson Thompson

Investment adviser representative at Oasis Advisors
36 yearsExperience
1 stateRegistered in
$277.7MFirm assets
1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed 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

36 years in the industry.

  1. Oasis Advisors, LLCMay 2025 to now
  2. Terra Wealth Management, LLCSep 2022 to Aug 2025
  3. Thompson Financial GroupMay 2018 to Sep 2022
  4. Pfs Investments IncJul 2017 to Sep 2022
  5. Primerica LifeJan 2013 to Sep 2017
  6. Primerica Financial ServicesApr 1990 to Sep 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law2017
  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 1 state (WI).

Oasis Advisors

Legal name: Oasis Advisors, LLC

$277.7MAssets managed
5,051Clients
22Advisers
1 yearIn 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
6338173
Firm CRD
335555
Advisor's SEC record (opens in a new tab)
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