Jason
Thomas
Avantax Advisory Services
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About this Advisor
Jason Thomas is a certified financial planner working out of Los Angeles, California, with a total of 2 years of industry experience. Thomas is currently employed by Avantax Advisory Services. During their career, Thomas has held roles at Hd Vest Investment Services, H.D. Advisory Services, Inc, Avantax Insurance Agency, LLC, Grantham University, Pure Financial Advisors, Inc, University Of California, Los Angeles, Zeiders, Inc, University Of Redlands, Avantax Advisory Services, Avantax Investment Services, Inc, Avantax Investment Services Inc, Thomas Wealth Planning, H.D. Vest Insurance Agency, LLC, Jason Thomas and Outside Insurance Sales. Thomas holds Series 66 and Series 63 licenses, which qualify them as a securities agent, and is able to work in California. Avantax Advisory Services is an advisory company based out of Coppell, TX. It has offices in 1,514 locations and a total of 2,433 advisors. It handles $31 billion in assets between its 123,393 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. Of its 123,393 client accounts, just 6% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The firm provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors are based on the type of services provided. However, fee types billed by Avantax Advisory Services likely consist of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Jason Thomas Work History
Jason has been registered as a financial advisor for 2 years.*
Avantax Investment Services Inc
Avantax Advisory Services
Avantax Insurance Agency, LLC
Outside Insurance Sales
Jason Thomas
University Of California, Los Angeles
Grantham University
Jason Thomas
Zeiders, Inc
Avantax Insurance Agency, LLC
Avantax Advisory Services
Avantax Investment Services, Inc
Pure Financial Advisors, Inc
University Of Redlands
Hd Vest Investment Services
H.D. Advisory Services, Inc
H.D. Vest Insurance Agency, LLC
Thomas Wealth Planning
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason 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 Avantax Advisory Services
Fort Worth, TX
Wilmington, DE
Fullerton, CA
Irving, TX
Lansdale, PA
Ann Arbor, MI
Melville, NY
Mccordsville, IN
The content in this profile was updated by SmartAsset on 4/16/2023. 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.