Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Edward Thomas is a financial advisor at Avantax Advisory Services. Jason has been working in the financial services industry since 2006, and holds a Series 7, Series 63, and Series 66 license. Jason has worked for a number of firms over the years, including HD Vest Investment Services, Avantax Investment Services, Inc., AIG Retirement Advisors, Inc., TD Ameritrade, Inc., and MetLife Securities Inc. Jason is also a Certified Financial Planner.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
CA
10/18/2021 - Present
Avantax Advisory Services (LOS ANGELES CA)
CA
10/31/2019 - 02/19/2021
AVANTAX INVESTMENT SERVICES, INC. (Los Angeles CA)
CA
10/19/2010 - 06/23/2017
HD VEST INVESTMENT SERVICES (LOS ANGELES CA)
CA
05/16/2008 - 01/23/2009
AIG RETIREMENT ADVISORS, INC. (GLENDALE CA)
CA
02/07/2007 - 04/21/2008
TD AMERITRADE, INC. (BEVERLY HILLS CA)
CA
12/05/2006 - 02/09/2007
METLIFE SECURITIES INC. (GLENDALE CA)
CA
12/05/2006 - 02/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (GLENDALE CA)
BC
Issued 11/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/23/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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