Jason Alan Thomas
Professional Summary
Jason Alan Thomas is a registered financial advisor currently at FIRST WESTERN SECURITIES, INC. located in Oklahoma City, Oklahoma. Jason is registered as a RR (Registered Representative) and started their career in finance in 2026. Jason has worked at 1 firm and has passed the Series 63, Series 6TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
MONEY CONCEPTS CAPITAL CORP
WEALTH ADVISORS GROUP, LLC
LPL FINANCIAL LLC
CLEARMIND CAPITAL
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
MONEY CONCEPTS CAPITAL CORP
WEALTH ADVISORS GROUP, LLC
LPL FINANCIAL LLC
CLEARMIND CAPITAL
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
MONEY CONCEPTS CAPITAL CORP
WEALTH ADVISORS GROUP, LLC
LPL FINANCIAL LLC
CLEARMIND CAPITAL
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
MONEY CONCEPTS CAPITAL CORP
WEALTH ADVISORS GROUP, LLC
LPL FINANCIAL LLC
CLEARMIND CAPITAL
Years of Experience
1 years in the financial services industry
Current & Past Employments
Similar Advisors
MONEY CONCEPTS CAPITAL CORP
WEALTH ADVISORS GROUP, LLC
LPL FINANCIAL LLC
CLEARMIND CAPITAL
Current Firm
FIRST WESTERN SECURITIES | FIRST WESTERN SECURITIES, INC.
Contact Information
Main Address
669 Airport Freeway #409 Suite 409, Hurst, TX 76053Mailing Address
669 Airport Freeway #409, Hurst, TX 76053Phone Number
(817) 553-1492Established
Texas since 03/27/1987Firm Type
CorporationFiscal Year End
JuneFirm Size
Small# of Employees
7FINRA licenses (8 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Regulatory Assets Under Management
Total Number of Accounts
35AUM (Assets Under Management)
$48,648,049Disclosures
Regulatory Event
5Similar Advisors
MONEY CONCEPTS CAPITAL CORP
WEALTH ADVISORS GROUP, LLC
LPL FINANCIAL LLC
CLEARMIND CAPITAL
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.
The advisor shows no other business activity.
Similar Advisors
MONEY CONCEPTS CAPITAL CORP
WEALTH ADVISORS GROUP, LLC
LPL FINANCIAL LLC
CLEARMIND CAPITAL
State Registrations and Notice Filings
(3/20/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 2026About the Series 6TO examSRO Registrations
Similar Advisors
MONEY CONCEPTS CAPITAL CORP
WEALTH ADVISORS GROUP, LLC
LPL FINANCIAL LLC
CLEARMIND CAPITAL
CRS (Client Relationship Summary) - BD
Click below to view Jason Alan Thomas's CRS (Customer Relationship Summary).
Similar Advisors
MONEY CONCEPTS CAPITAL CORP
WEALTH ADVISORS GROUP, LLC
LPL FINANCIAL LLC
CLEARMIND CAPITAL
