Caleb Dean Thomas
Investment adviser representative at Oneascent Financial Services LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.5BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Oneascent Financial Services LLCFeb 2024 to now
- Purshe Kaplan Sterling InvestmentsMay 2023 to now
- One Ascent Financial Services dba the Cornerstone Financial GrpMar 2023 to now
- UnemploymentNov 2022 to Mar 2023
- Josh Thomas LLCSep 2022 to Oct 2022
- J.P. Morgan Securities, LLCJan 2020 to Nov 2022
- JPMorgan Chase Bank, N.A.Jan 2020 to Nov 2022
- JPMorgan Chase Bank, N.A.Jun 2018 to Dec 2019
- Papa John'sJul 2017 to Aug 2017
- Midwest ArborMay 2017 to Jun 2017
- World MarketJun 2016 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
Oneascent Financial Services LLC
$3.5BAssets managed
5,279Clients
79Advisers
10 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
- 7219814
- Firm CRD
- 284549