DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jason Edward Thomas
Certified Financial Planner
Feed of 09/14/2026
Also filed as Jason Thomas
At current firm
1 y
since Apr 11, 2025
In the industry
19 y
since Jan 10, 2007 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- One Capital Management, LLC independent RIA currentsince Apr 11, 2025 · Westlake Village, Ca
- Avantax Advisory Services formerOct 18, 2021 to Apr 21, 2025 · Los Angeles, Ca
- Avantax Advisory Services formerOct 9, 2019 to Feb 19, 2021 · Dallas, Tx
- Pure Financial Advisors, LLC independent RIAJun 9, 2017 to Jul 16, 2019 · Sherman Oaks, Ca
- Avantax Advisory Services formerOct 12, 2010 to Jun 23, 2017 · Los Angeles, Ca
- Valic Financial Advisors, Inc. BD affiliatedMay 16, 2008 to Jan 23, 2009 · Woodland Hills, Ca
- Td Ameritrade Investment Management, LLC formerFeb 7, 2007 to Apr 21, 2008 · Encino, Ca
- Td Ameritrade, Inc. formerFeb 7, 2007 to Apr 21, 2008 · Encino, Ca
Moves
a registration end followed by a registration begin elsewhere
- Avantax Advisory Services to One Capital Management, LLCleft Apr 21, 2025, registered Apr 11, 2025 (-10 days) · Affiliated broker-dealer or bank to independent RIA
- Pure Financial Advisors, LLC to Avantax Advisory Servicesleft Jul 16, 2019, registered Oct 9, 2019 (85 days) · RIA to affiliated broker-dealer or bank
- Avantax Advisory Services to Pure Financial Advisors, LLCleft Jun 23, 2017, registered Jun 9, 2017 (-14 days) · Other
- Valic Financial Advisors, Inc. to Avantax Advisory Servicesleft Jan 23, 2009, registered Oct 12, 2010 (627 days) · Other
- Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.left Apr 21, 2008, registered Feb 7, 2007 (-439 days) · channel change inside one enterprise, not a move
- Td Ameritrade, Inc. to Valic Financial Advisors, Inc.left Apr 21, 2008, registered May 16, 2008 (25 days) · Other
Signals
- Jason Edward Thomas left Avantax Advisory Services for One Capital Management, Llc (registered 2025-04-11)Apr 21, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address