James J. Thomason

ONE DEGREE ADVISORS

San Diego, CA 92108

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CRD#: 1074745

Professional summary

James Joseph Thomason, AIF®, CFP®, who also goes by Jimmy Thomason, Jody Thomason, Joe Thomason, is a registered financial advisor currently at ONE DEGREE ADVISORS, INC. located in San Diego, California.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. James has worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 27, Series 24 and Series 39 exams.

Question & Answer

What are your service offerings?

Investment Planning

Retirement Income Management

Retirement Planning

Are you a "fiduciary"?

Yes

Aliases

Jimmy Thomason | Jody Thomason | Joe Thomason

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

World Help, serves on non-profit board; 15 hours twice a year.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Joseph Thomason's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 1988

Experience

Current

January 13, 2018 - Present

ONE DEGREE ADVISORS, INC.

Office #1: 8880 Rio San Diego Drive Suite 1000, San Diego, CA 92108

RIA

CRD#: 170392

San Diego, CA

Past

February 6, 1998 - March 14, 2019

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

SAN DIEGO, CA

Past

April 26, 1994 - June 4, 2019

SECURITIES AMERICA, INC.

CRD#: 10205

SAN DIEGO, CA

Past

November 2, 1993 - April 25, 1994

RICHEY FINANCIAL GROUP, INC.

CRD#: 17113

FULLERTON, CA

Past

May 20, 1993 - October 22, 1993

SMYTH SECURITIES, INC.

CRD#: 24082

Past

August 2, 1991 - May 11, 1992

COAST FINANCIAL ADVISORS, INC.

CRD#: 6249

MISSION VIEJO, CA

Past

February 9, 1983 - July 23, 1991

IDM SECURITIES CORPORATION

CRD#: 10893

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ONE DEGREE ADVISORS, INC.

COLEMAN & JOHNSON FINANCIAL ADVISORS | ONE DEGREE ADVISORS, INC. | COLEMAN & JOHNSON FINANCIAL ADVISORS, INC.

CRD#: 170392 / SEC#: 801-79351

RIA

Registered Investment Advisory firm - (3/18/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/13/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/11/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/16/1983

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 8/24/1982

Direct Participation Programs Representative Examination

Principal/Supervisory Exam

Series 27

Date: 9/17/1983

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 8/12/1983

General Securities Principal Examination

Principal/Supervisory Exam

Series 39

Date: 9/24/1982

Direct Participation Programs Principal Examination

Current Firm

ONE DEGREE ADVISORS, INC.

COLEMAN & JOHNSON FINANCIAL ADVISORS | ONE DEGREE ADVISORS, INC. | COLEMAN & JOHNSON FINANCIAL ADVISORS, INC.

CRD#: 170392 / SEC#: 801-79351

RIA

Registered Investment Advisory firm - (3/18/2014 Approved)

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Contact information

Main Address

8880 Rio San Diego Drive Suite 1000, San Diego, CA 92108

Mailing Address

Phone number

(619) 282-3288

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ADV PART 2 (3/11/2025)

Regulatory assets under management

Total Number of Accounts	1,012
AUM (Assets Under Management)	$ 341,552,988

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

James J. Thomason

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Joseph Thomason's CRS (Customer Relationship Summary).

Certified licenses

Experience

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

RICHEY FINANCIAL GROUP, INC.

SMYTH SECURITIES, INC.

COAST FINANCIAL ADVISORS, INC.

IDM SECURITIES CORPORATION

Primary Firm SEC Registration

ONE DEGREE ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/11/1996

SIE

Date: 10/1/2018

Series 7

Date: 7/16/1983

Series 22

Date: 8/24/1982

Series 27

Date: 9/17/1983

Series 24

Date: 8/12/1983

Series 39

Date: 9/24/1982

Current Firm

ONE DEGREE ADVISORS, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ONE DEGREE ADVISORS, INC.

TRUST BUT VERIFY

Contact information

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