One Degree Advisors, Inc
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About this Advisor
Janice Thompson is a certified financial planner who works out of San Diego, California, who has been in the industry for 17 years. Thompson is on the advisory team at One Degree Advisors, Inc. Thompson has gained experience at Securities America, Inc, Strategic Financial Solutions, Inc, Securities America Advisors, Inc and One Degree Advisors, Inc. Thompson has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in California. One Degree Advisors, Inc is an advisory firm that has its headquarters in San Diego, California. It controls $156 million in assets under management across its 613 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm provides services to five charities and foundations. Of its 613 accounts, 17% belong to high-net-worth clients who have more than $1 million in investable assets. One Degree Advisors, Inc has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on which services the firm provides the client. Fees charged by One Degree Advisors, Inc may include any combination of asset-based, commission-based and other fees.
Certifications and Registrations
Years of Experience
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One Degree Advisors, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Janice Thompson Work History
Janice has 17 years of experience.
One Degree Advisors, Inc
Securities America, Inc
Securities America Advisors, Inc
Strategic Financial Solutions, Inc
Janice Thompson has no disclosures.
Please visit their SEC profile for more details.