Certified Financial Planner™
Accredited Investment Fiduciary
Jason has been involved in the financial services industry as an advisor and financial educator for more than ten years. Prior to joining Pure Financial Advisors, Jason taught in the Financial Planning program at the University of Redlands and helped design a similar program at Grantham University. He is especially happy to see former students successfully enter or advance in the financial services industry. He was also a contract Financial Counselor for two years in the Survivor Outreach Services division within Army Reserve Family Programs; a role which allowed him to provide financial information to the surviving families of fallen service members, an extremely rewarding experience.
Jason is happy to have the opportunity to use his interest in teaching to offer seminars for Pure Financial in the Los Angeles area and throughout Southern California in addition to his other duties at the firm. Jason has held the FINRA Series 7 and 66 licenses and maintains the CERTIFIED FINANCIAL PLANNER™ certification and Accredited Investment Fiduciary® certification.
During his free time, Jason enjoys visiting improv and standup comedy venues. He is also a fan of mystery novels, especially crime fiction based in Los Angeles. Having attended college and graduate school in Music, he remains an active Saxophonist and enjoys working with other musicians.
Jason's Latest Contribution
While fewer people are going to pay the Alternative Minimum Tax going forward after the tax legislation took effect in 2018, there are a few situations that might make you want to take a look at your alternative minimum tax liability. But, what is the Alternative Minimum Tax? In this video, Pure Financial Advisors’ Financial […]
Planning for the end of your life is an important issue that many people tend to procrastinate. In this video, Pure Financial Advisors’ Financial Educator, Jason Thomas, CFP® lays out the things you should address when creating your end of life plan, what you should know, and what you need to consider. Things to Consider […]
Are you wondering if you need to purchase life insurance? While not everyone may need life insurance, there are some common uses that might be beneficial to you and your needs. Why Do People Purchase Life Insurance? To provide for those who are economically dependent To have heirs receive illiquid assets without liabilities Charitable intents […]