Jason Edward Thomas

Current Employers

Employment History

• 10/2010 → 06/2017
  Hd Vest Investment Services
  Los Angeles, CA
• 10/2010 → 06/2017
  H.D. Advisory Services, Inc.
  Los Angeles, CA
• 10/2019 → 08/2021
  Avantax Insurance Agency, Llc
  Los Angeles, CA
• 04/2015 → Present
  Grantham University
  Lexana, KS
• 06/2017 → 07/2019
  Pure Financial Advisors, Inc.
  San Diego, CA
• 05/2019 → Present
  University Of California, Los Angeles
  Los Angeles, CA
• 11/2012 → Present
  Zeiders, Inc.
  Woodbridge, VA
• 11/2012 → 06/2021
  University Of Redlands
  Riverside, CA
• 10/2019 → 02/2021
  Avantax Advisory Services
  Los Angeles, CA
• 09/2019 → 02/2021
  Avantax Investment Services, Inc.
  Los Angeles, CA
• 10/2021 → 03/2025
  Avantax Investment Services Inc.
  Los Angeles, CA
• 10/2021 → 03/2025
  Avantax Advisory Services
  Los Angeles, CA
• 10/2021 → 03/2025
  Avantax Insurance Agency, Llc
  Los Angeles, CA
• 12/2009 → 06/2017
  Thomas Wealth Planning
  Los Angeles, CA
• 10/2010 → 11/2017
  H.D. Vest Insurance Agency, Llc
  Los Angeles, CA
• 03/2013 → Present
  Jason Thomas
  Los Angeles, CA
• 09/2021 → Present
  Outside Insurance Sales
  Los Angeles, CA
• 10/2021 → Present
  Jason Thomas
  Los Angeles, CA
• 11/2012 → Present
  Zeiders, Inc.
  Woodbridge, VA
• 04/2015 → Present
  Grantham University
  Lexana, KS
• 05/2019 → Present
  University Of California, Los Angeles
  Los Angeles, CA
• 09/2021 → Present
  Outside Insurance Sales
  Los Angeles, CA
• 10/2021 → Present
  Jason Thomas
  Los Angeles, CA
• 11/2012 → Present
  Magellan
  Woodbridge, VA
• 11/2012 → Present
  Zeiders, Inc.
  Los Angeles, CA
• 11/2012 → Present
  Magellan
  Woodbridge, VA
• 03/2025 → Present
  One Capital Management
  Westlake Village, CA

Previous Registrations

• 2021-10-18 → 2025-04-21
  Avantax Advisory Services
  Los Angeles, CA
• 2019-10-09 → 2021-02-19
  Avantax Advisory Services
  Dallas, TX
  Irving, TX
• 2017-06-09 → 2019-07-16
  Pure Financial Advisors, Llc
  Sherman Oaks, CA
  San Diego, CA
  Woodland Hills, CA
• 2010-10-12 → 2017-06-23
  Avantax Advisory Services
  Los Angeles, CA
• 2008-05-16 → 2009-01-23
  Valic Financial Advisors, Inc.
  Woodland Hills, CA
• 2007-02-07 → 2008-04-21
  Td Ameritrade, Inc.
  Encino, CA
  Beverly Hills, CA
• 2007-02-07 → 2008-04-21
  Td Ameritrade Investment Management, Llc
  Encino, CA
  Beverly Hills, CA

Other Businesses

1) AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES; Insurance Agent; Sell insurance products approved through the Avantax insurance entities; Yes; HRS; 15; HRS 15; 10/01/2021; 346 N. Vermont Ave, Unit 316, Los Angeles CA 90004; I may have the ability to sell any or all of the following products: variable annuities, fixed annuities, any/all types of index annuities, variable insurance 2)JASON THOMAS; Sole Proprietor; Real Estate/Mortgage (I.E. Sales Agent/Broker, Mortgage Originator); NIR; HRS 1; HRS 1; 03/01/2013; 346 N Vermont Ave, Unit 316, Los Angeles CA 90004; I refer buy or sell transactions to other licensed agents but do not presently further participate in the transaction. 3)JASON THOMAS; Sole Prop; This is the entity through which I provide advice as well as investment guidance and products to clients; IR; HRS 40; HRS 40; 10/05/2021; 346 N Vermont Ave, Unit 316, Los Angeles CA 90004; Sale of investments, guidance on financial planning, assistance in selection of appropriate investments within context of overall planning needs, taking into account insurance, tax, estate and other considerations. 4)OUTSIDE INSURANCE SALES; Insurance Agent; Insurance agent only when unavailable through Avantax Insurance Services. (Medicare, Pre-65 Health, P&C) Will continue to place products offer through Avantax through Avantax Insurance services. When not offered in cases such as Medicare, Health and Employee Benefits, P&C, will place outside; NIR; HRS 1; HRS 1; 09/30/2021; 346 N Vermont Ave, Unit 316, Los Angeles CA 90004; Insurance agent. Top 5 duties include 1) recommending product type, 2) assisting prospective clients in carrier selection, 3) collecting client data, 4) providing customer service once policy is in force and 5) reviewing accounts as needed to ensure they continue to match client needs. 5)GRANTHAM UNIVERSITY; Part-time faculty; Part-time instruction, online delivery. Provide courses in CFP program. Primarily employee benefits; NIR; HRS 5; HRS 5; 04/01/2015; 16025 W 113th St, Lexana KS 66219; Provide instruction on a part-time basis as needs arise. Update some courses when in need of change. This usually involves annual changes to taxes or estate planning laws as they happen. 6)UNIVERSITY OF CALIFORNIA, LA; Part-time Faculty; Teach course in CFP Board program. Generally employee benefits; NIR; HRS 5; HRS 5; 05/12/2019; 1145 Gayley Ave, Los Angeles CA 90024; Teach part-time as requested via online delivery of courses. The work is "asynchronous" meaning that students can work at their own pace rather than a specific meeting time. Due to this delivery format the time is flexible. 7)MAGELLAN; Personal Financial Counselor; I am an on demand or rotational (up to 40 hours) staffer which means I am available to staff events as needed. I can accept or decline various events such as "Yellow Ribbon" events when notified they will occur. I remain eligible through completion of annual certification. I am currently on a rotational assignment.; NIR; HRS 1; HRS 1; 11/09/2012; 2750 Killarney Dr, Woodbridge VA 22192; Currently on rotational assignment. Top 5 duties include 1) Provide education to military service members 2) presentations at Yellow Ribbon Events, 3) Presentations at Drill Weekend, 4) Presentations related to Survivor Outreach, 5) remain current on military issues related to information and 6) respond if applicable to issues when needed. (Magellan is main contractor and MSA is the subcontractor)

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-11-07
• S66 Uniform Combined State Law Examination
  2007-01-10

Designations

Other Names

• Jason Thomas
• Jason Edward Thomas
• Jason E Thomas