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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janice? Claim Your ProfileJanice Adele Thompson is a financial advisor with over 20 years of experience in the industry. She has a wide range of experience working with individuals, families, and businesses, providing personalized financial planning and investment management services. Currently, Janice is an Investment Advisor Representative with One Degree Advisors, Inc., a firm that provides financial advisory services to high-net-worth individuals, charitable organizations, and pension plans. She is also a Certified Financial Planner (CFP®).
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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CA
08/18/2021 - Present
ONE Degree Advisors, Inc. (SAN DIEGO CA)
CA
11/18/2003 - 06/04/2019
SECURITIES AMERICA, INC. (SAN DIEGO CA)
AZ
06/01/2001 - 12/03/2003
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
05/03/2000 - 06/15/2001
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
AZ
11/16/1998 - 05/08/2000
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
05/21/1998 - 11/16/1998
UNITED PACIFIC SECURITIES, INC. (CARLSBAD CA)
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 10/02/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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