Janice
Thompson

One Degree Advisors, Inc

CRD#3034523
Investment Advisor
in San Diego, CA
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Commissions, Others

Disclosures

No

Office Location

8880 Rio San Diego Drive Ste 1000
San Diego, CA 92108-1634

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One Degree Advisors, Inc Brokerage Details

Total Assets Under Management

$156,360,000

CA Average: $7,578,581,321
Total Number of Employees

7

CA Average: 43
Total Number of Accounts

613

CA Average: 3,727
Average Account Size

$255,073

CA Average: $2,033,427

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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.

2014 - Present (5 years)

One Degree Advisors, Inc

2003 - Present (16 years)

Securities America, Inc

2003 - 2014 (11 years)

Securities America Advisors, Inc

2001 - 2014 (13 years)

Strategic Financial Solutions, Inc

Disclosures

Janice Thompson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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