Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Thomason is a financial advisor at One Degree Advisors, Inc. James has over 30 years of experience in the financial services industry. James is a Certified Financial Planner™ and holds Series 7, 22, 24, 27, 39, and 63 licenses. James has a strong track record of providing financial advice to individuals, families, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fixed and hourly fees for financial planing
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2
CA
01/01/2025 - Present
ONE Degree Advisors, Inc. (SAN DIEGO CA)
CA
04/26/1994 - 06/04/2019
SECURITIES AMERICA, INC. (SAN DIEGO CA)
CA
11/02/1993 - 04/25/1994
RICHEY FINANCIAL GROUP, INC. (FULLERTON CA)
NA
05/20/1993 - 10/22/1993
SMYTH SECURITIES, INC.
CA
08/02/1991 - 05/11/1992
COAST FINANCIAL ADVISORS, INC. (MISSION VIEJO CA)
NA
02/09/1983 - 07/23/1991
IDM SECURITIES CORPORATION
BC
Issued 06/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/1983
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/12/1983
Series 24 - General Securities Principal Examination
BC
Issued 09/24/1982
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
BC
Issued 08/24/1982
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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