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JT

James J. Thomason

ONE DEGREE ADVISORS
San Diego, CA 92108
Some features on this profile are disabled
CRD#: 1074745
JT

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.
The advisor shows no other business activity.

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.

BD
CRD#: 10205
SAN DIEGO, CA
Past

November 2, 1993 - April 25, 1994

RICHEY FINANCIAL GROUP, INC.

BD
CRD#: 17113
FULLERTON, CA
Past

May 20, 1993 - October 22, 1993

SMYTH SECURITIES, INC.

BD
CRD#: 24082
Past

August 2, 1991 - May 11, 1992

COAST FINANCIAL ADVISORS, INC.

BD
CRD#: 6249
MISSION VIEJO, CA
Past

February 9, 1983 - July 23, 1991

IDM SECURITIES CORPORATION

BD
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".
OD
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)

Exams

State Security Law Exam
RR
Series 63
Date: 6/11/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/16/1983
General Securities Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 8/24/1982
Direct Participation Programs Representative Examination
Principal/Supervisory Exam
RR
Series 27
Date: 9/17/1983
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/12/1983
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 39
Date: 9/24/1982
Direct Participation Programs Principal Examination

Current Firm

OD
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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
7

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1,012
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.

Company Information

ONE DEGREE ADVISORS, INC.

CRD#: 170392San Diego, CA 92108

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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