Janice A. Thompson

ONE DEGREE ADVISORS

SAN DIEGO, CA 92108-1634

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CRD#: 3034523

Professional summary

Janice Adele Thompson, CFP®, who also goes by Janice Wilson, is a registered financial advisor currently at ONE DEGREE ADVISORS, INC. located in San Diego, California.

Janice is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Janice has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Janice Wilson

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.

INSURANCE SALES - AGENT - INVESTMENT RELATED - 1% TIME SPENT - START DATE: 10/1995. BOARD OF DIRECTORS FOR KINGDOM ADVISORS POSITION: Director/Secretary NATURE: 2) BOARD MEMBER OF KINGDOM ADVISORS, BOARD OF DIRECTORS-- BOARD MEMBER - 4% TIME SPENT; INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2009 ADDRESS: 3301 Windy Ridge Pkwy SE,, Suite 50, Atlanta GA 30339, United States DESCRIPTION: Serve as one of the Board of Directors and asSecretary for organization

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janice Adele Thompson'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®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

May 5, 2014 - Present

ONE DEGREE ADVISORS, INC.

Office #1: 8880 Rio San Diego Drive Ste 1000, San Diego, CA 92108-1634

RIA

CRD#: 170392

SAN DIEGO, CA

Past

November 18, 2003 - June 8, 2015

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

SAN DIEGO, CA

Past

November 18, 2003 - June 4, 2019

SECURITIES AMERICA, INC.

CRD#: 10205

SAN DIEGO, CA

Past

April 5, 2002 - December 3, 2003

SENTRA SECURITIES CORPORATION

RIA

CRD#: 10249

JAMUL, CA

Past

June 1, 2001 - December 3, 2003

SENTRA SECURITIES CORPORATION

CRD#: 10249

PHOENIX, AZ

Past

May 3, 2000 - June 15, 2001

NATIONAL PLANNING CORPORATION

CRD#: 29604

LOS ANGELES, CA

Past

November 16, 1998 - May 8, 2000

SENTRA SECURITIES CORPORATION

CRD#: 10249

PHOENIX, AZ

Past

May 21, 1998 - November 16, 1998

UNITED PACIFIC SECURITIES, INC.

CRD#: 21986

CARLSBAD, CA

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
(5/5/2014)

IAR

Texas
(8/18/2021)

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

IAR

Series 65

Date: 12/23/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/1/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 9/29/2011

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/2/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/18/1998

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/29/2001

General Securities 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.

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Advisor Monitoring

Firm Stability Insights

Janice A. Thompson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janice Adele Thompson's CRS (Customer Relationship Summary).

Certified licenses

Experience

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

SENTRA SECURITIES CORPORATION

SENTRA SECURITIES CORPORATION

NATIONAL PLANNING CORPORATION

SENTRA SECURITIES CORPORATION

UNITED PACIFIC SECURITIES, INC.

Primary Firm SEC Registration

ONE DEGREE ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/23/1999

Series 63

Date: 6/1/1998

SIE

Date: 10/1/2018

Series 31

Date: 9/29/2011

Series 7

Date: 10/2/2000

Series 6

Date: 5/18/1998

Series 24

Date: 8/29/2001

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

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