Janice Adele Thompson
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Janice Wilson
Similar Advisors
LPL FINANCIAL LLC
MEASURED RISK PORTFOLIOS
SCHWAB WEALTH ADVISORY, INC.
CETERA INVESTMENT ADVISERS LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
LPL FINANCIAL LLC
MEASURED RISK PORTFOLIOS
SCHWAB WEALTH ADVISORY, INC.
CETERA INVESTMENT ADVISERS LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
LPL FINANCIAL LLC
MEASURED RISK PORTFOLIOS
SCHWAB WEALTH ADVISORY, INC.
CETERA INVESTMENT ADVISERS LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
LPL FINANCIAL LLC
MEASURED RISK PORTFOLIOS
SCHWAB WEALTH ADVISORY, INC.
CETERA INVESTMENT ADVISERS LLC
Credentials
Years of Experience
28 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
LPL FINANCIAL LLC
MEASURED RISK PORTFOLIOS
SCHWAB WEALTH ADVISORY, INC.
CETERA INVESTMENT ADVISERS LLC
Current Firm
COLEMAN & JOHNSON FINANCIAL ADVISORS | ONE DEGREE ADVISORS, INC. | COLEMAN & JOHNSON FINANCIAL ADVISORS, INC.
Contact Information
Main Address
3131 Camino Del Rio N Suite 740, San Diego, CA 92108Phone Number
(619) 282-3288# of Employees
6SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,279AUM (Assets Under Management)
$489,021,251Similar Advisors
LPL FINANCIAL LLC
MEASURED RISK PORTFOLIOS
SCHWAB WEALTH ADVISORY, INC.
CETERA INVESTMENT ADVISERS LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
LPL FINANCIAL LLC
MEASURED RISK PORTFOLIOS
SCHWAB WEALTH ADVISORY, INC.
CETERA INVESTMENT ADVISERS LLC
Primary Firm SEC Registration
COLEMAN & JOHNSON FINANCIAL ADVISORS | ONE DEGREE ADVISORS, INC. | COLEMAN & JOHNSON FINANCIAL ADVISORS, INC.
State Registrations and Notice Filings
(5/5/2014)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed May 1998About the Series 6 examSimilar Advisors
LPL FINANCIAL LLC
MEASURED RISK PORTFOLIOS
SCHWAB WEALTH ADVISORY, INC.
CETERA INVESTMENT ADVISERS LLC
CRS (Client Relationship Summary) - RIA
Click below to view Janice Adele Thompson's CRS (Customer Relationship Summary).
Similar Advisors
LPL FINANCIAL LLC
MEASURED RISK PORTFOLIOS
SCHWAB WEALTH ADVISORY, INC.
CETERA INVESTMENT ADVISERS LLC