Jason Thomas

Designations & Licenses

Certified Financial Planner™
To use the CFP credential, the financial planner must successfully complete the CFP® Board's comprehensive examination which tests his or her knowledge on a number of key financial planning topics. The applicant must also have three to five years of related experience, voluntarily ascribe to the board's code of ethics and complete 30 hours of continuing education every two years pertaining to such relevant topics as estate and retirement planning, investment management, tax planning and insurance.

Jason Thomas

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™ designation.

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 Contributions

Pay Off Debt or Save for Retirement

Should You Pay Off Debt or Save for Retirement?

According to a recent survey by the Transamerica Center for Retirement Studies, paying off debt and saving for retirement are formidable competing priorities for many Americans. In the study, 66 percent of all workers cited paying off debt as a financial priority, and saving for retirement was listed as a priority by 57 percent of all workers. Not surprisingly, younger generations (72%… Read more

Jason Thomas
Are estate planning fees tax deductible

Is Estate Planning Tax Deductible?

A Note Beforehand Before we begin, it’s important to note that planning for your estate can have numerous advantages independent of any tax consequences. As with many financial aspects, it is important to choose strategies, products or services that work for your overall situation rather than making decisions primarily or exclusively on tax consequences. While this aspect is certainly important and should… Read more

Jason Thomas
Pros and Cons of Annuity Retirement Income

Understanding Annuity Retirement Pros and Cons

Are annuity contracts a good fit for your retirement? As with so many financial decisions, the answer is, “it depends.” It depends on your age and your needs. Let’s dive into understanding annuity retirement pros and cons to help you decide if an annuity is the right solution for a portion of your retirement income. What is an Annuity? “Annuity” just means… Read more

Jason Thomas
health insurance before medicare

How to Bridge the Gap to Medicare

Over 45 million Americans receive their health insurance coverage through Medicare. What Is Medicare? Medicare is the federal health insurance program for people who are 65 or older, as well as certain younger people with disabilities and people with End-Stage Renal Disease. Medicare Part A is hospital insurance that covers inpatient hospital stays, skilled nursing facility care, hospice care, and some home… Read more

Jason Thomas

3 Retirement Tips from the Very Rich

Walter Updegrave from RealDealRetirement.com analyzed a recent survey of the needs, goals, and concerns of very wealthy investors, and shares some useful retirement tips from the very rich for the rest of us. Also, 12 common sources of tax-free income, 4 tax breaks that may be on the chopping block, the basics of Medicare, and Medicare mistakes. Plus, Joe still wants to… Read more

Guest:  Walter Updegrave Walter Updegrave

Guest:  Jason Thomas

Podcast #126