Jason Thomas
Jason Thomas is a CFP-designated registered investment advisor at One Capital Management, LLC, based in Westlake Village, CA, with 16 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,435 clients with $7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.95% |
| $1.0M - $2.0M | 1.65% |
| $2.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.15% |
| $10M+ | 1.00% |
Fees are negotiable and determined for each individual client. No additional investment management fee will be charged on client assets invested in affiliated products.
Fee Estimator
Location
3075 Townsgate Road, Suite 350, Westlake Village, CA, 91361
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason sells insurance products through Avantax Insurance and other providers, dedicating about 10-20% of his time to Avantax. He also engages in real estate referrals, provides financial advice, teaches at Grantham University and UCLA, and works as a personal financial counselor for Magellan.
Employment History
Current Registrations
One Capital Management, LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Pure Financial Advisors, INC.
Hd Vest Investment ServicesBroker
H.D. Vest Advisory Services, INC
Aig Retirement Advisors, INC.
Aig Retirement Advisors, INC.Broker
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations1 state
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.