Jason Thomas is a CFA-designated registered investment advisor at Portfolio Design Labs, LLC, based in Encino, CA, with 13 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 426 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio Design Labs charges a fee based on a percentage of the value of your portfolio. The specific fee schedule is not provided in this brochure.
Location
15760 Ventura Blvd, Suite 1700, Encino, CA, 91436
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jason founded Capital Markets Research & Strategy LLC (CMRS) in January 2022, an investment research business. He spends a few hours per week conducting research and distributing commentary during off hours.
Employment History
Current Registrations
Portfolio Design Labs, LLC
Previous Registrations
Assetmark Brokerage, LLCBroker
Aspiriant, LLC
Goldman, Sachs & CO.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.