Jazzmine
Thomas

Acrylic Financial, Inc

CRD#7351201
Investment Advisor
in Palmdale, CA

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About this Advisor

Jazzmine Thomas is a financial advisor based in Palmdale, California, working with Acrylic Financial, Inc. Jazzmine has previously held positions at High Desert Medical Group, People Helping People, Top Shelf Financial, Acrylic Financial, Inc, and N/A. Jazzmine has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Jazzmine is part of Acrylic Financial, Inc, which operates out of Palmdale, California. The firm has 20 offices and 21 employees. The firm manages assets totaling $84.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Acrylic Financial, Inc includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

40624 Estoril Ct
Palmdale, CA 93551

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Acrylic Financial, Inc Brokerage Details

Total Assets Under Management

$84,168,360

CA Average: $1,555,372,352
Total Number of Employees

21

CA Average: 37
Total Number of Accounts

463

CA Average: 1,370
Average Account Size

$181,789

CA Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jazzmine Thomas Work History

2021 - Present (3 years)

Acrylic Financial, Inc

2020 - Present (4 years)

Top Shelf Financial

2018 - 2020 (2 years)

N/A

2015 - 2018 (3 years)

High Desert Medical Group

2011 - 2018 (7 years)

People Helping People

Disclosures

Please visit the SEC profile of Jazzmine Thomas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Acrylic Financial, Inc

Michael Parker
Fountain Hills, AZ
Joseph Puetz
Elkhorn, NE
Scott Mclaine
Fountain Hills, AZ
Ryan Lynsky
Fountain Hills, AZ
Marina Deering
Traverse City, MI
Patrick Gierke
Crystal Lake, IL
Alan Chu
Fountain Hills, AZ
Jazzmine Thomas
Palmdale, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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