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RIA / WealthAdvisorCertified Financial Planner19 years in industry

Jason Edward Thomas

Advisor at ONE CAPITAL MANAGEMENT, LLC

WESTLAKE VILLAGE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ed6b6c82-1e74-0dee-dfe4-88b46bef16b7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Feb 7, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ONE CAPITAL MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 10, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Jan 10, 2007
First registration: Feb 7, 2007
Dual registered: no
Other names: Jason Thomas|Jason Edward Thomas|Jason E Thomas
IAPD individual key: 5246996

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ONE CAPITAL MANAGEMENT, LLC	Independent wealth	Apr 11, 2025	n/a	yes	WESTLAKE VILLAGE, CA	Current employment
AVANTAX ADVISORY SERVICES	Former SEC adviser	Oct 18, 2021	Apr 21, 2025	no	LOS ANGELES, CA	Previous registration
AVANTAX ADVISORY SERVICES	Former SEC adviser	Oct 9, 2019	Feb 19, 2021	no	DALLAS, TX\|Irving, TX	Previous registration
PURE FINANCIAL ADVISORS, LLC	Independent wealth	Jun 9, 2017	Jul 16, 2019	no	SHERMAN OAKS, CA\|SAN DIEGO, CA\|Woodland Hills, CA	Previous registration
AVANTAX ADVISORY SERVICES	Former SEC adviser	Oct 12, 2010	Jun 23, 2017	no	LOS ANGELES, CA	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	May 16, 2008	Jan 23, 2009	no	WOODLAND HILLS, CA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Feb 7, 2007	Apr 21, 2008	no	ENCINO, CA\|BEVERLY HILLS, CA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Feb 7, 2007	Apr 21, 2008	no	Encino, CA\|Beverly Hills, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AVANTAX ADVISORY SERVICES	ONE CAPITAL MANAGEMENT, LLC	Apr 21, 2025	Apr 11, 2025	-10	Firm change	Ibd to RIA
PURE FINANCIAL ADVISORS, LLC	AVANTAX ADVISORY SERVICES	Jul 16, 2019	Oct 9, 2019	85	Firm change	RIA to ibd
AVANTAX ADVISORY SERVICES	PURE FINANCIAL ADVISORS, LLC	Jun 23, 2017	Jun 9, 2017	-14	Firm change	Other
VALIC FINANCIAL ADVISORS, INC.	AVANTAX ADVISORY SERVICES	Jan 23, 2009	Oct 12, 2010	627	Firm change after gap	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Apr 21, 2008	Feb 7, 2007	-439	Channel change	Other
TD AMERITRADE, INC.	VALIC FINANCIAL ADVISORS, INC.	Apr 21, 2008	May 16, 2008	25	Firm change	Other

Relationships

Registered with (6)

→ ONE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: current employment
Apr 11, 2025 to presentfactForm ADV
→ AVANTAX ADVISORY SERVICESRegistered adviserregistration: previous registration
Oct 18, 2021 to Apr 21, 2025factForm ADV
→ PURE FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 9, 2017 to Jul 16, 2019factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
May 16, 2008 to Jan 23, 2009factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 7, 2007 to Apr 21, 2008factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Feb 7, 2007 to Apr 21, 2008factForm ADV

Dated events

Occurred
Apr 21, 2025
Advisor changed firm
Jason Edward Thomas left Avantax Advisory Services for One Capital Management, Llc (registered 2025-04-11)
Form ADVobserved 6 days ago