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.
Accredited Investment Fiduciary
The AIF® designation is the first and only designation that demonstrates knowledge and competency in the area of fiduciary responsibility. Holders must successfully pass an exam, sign and adhere to a written code of ethics and complete four hours of continuing education credits each year. AIF® designees have a reputation in the industry as being the best positioned to implement a prudent process into their own investment practices, as well as being able to assist others in implementing proper policies and procedures.

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™ 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 Contributions

Why Portfolio Management is Important

All the investments you hold together make up your portfolio. This can include a variety of asset classes. Two individuals with different investment objectives are likely to have large differences in their portfolio – this isn’t all that surprising. Unexpectedly, people with similar investment objectives often have substantially different portfolios due to differences in style of management and the types of asset… Read more

Jason Thomas
what does risk management entail

What is Risk Management?

If you’d like to understand what risk management entails, a good starting point is to define risk itself. Put simply, risk is the possibility of loss. We experience risk in a variety of forms in our everyday lives. We risk losing additional time if we take an alternate route to work. We risk missing out on positive outcomes when we opt not… Read more

Jason Thomas
Types of Risk Management Strategies

Types of Risk Management

We all understand there is risk in the world. Those of us who are investors are also aware that risk exists in our portfolio as well. Put simply, risk is the possibility of loss. When we think of loss as an investor, we often think of the principal value of what we own decreasing in value, but this type of risk (called… Read more

Jason Thomas

Essential Estate Planning Documents

Forming an effective estate plan can involve many documents. These essential estate planning documents can fall into several categories including Personal Financial Medical documents Some may require the assistance of an estate planning attorney for consultation or preparation. Others will simply require that you have them readily available when needed. Let’s examine some of these items to see which may be relevant… Read more

Jason Thomas

Why is Investing Important?

Investing is important to individuals and societies for many reasons. Before diving into the details, it might make sense to define what investing is. No other word is so often adopted as a description for other activities. What is considered investing? Commonly people refer to their investments when they are discussing saving, speculating, spending, consuming, donating or other activities. These acts have… Read more

Jason Thomas
What Should Be Included in a Will?

What Should Be Included in a Will?

In its most basic form, a will is a document that states what you would like to happen when you die. There are some things that should be included in a will as well as a few things to avoid. As with any legal document, you’ll want to rely on the guidance and assistance of your attorney. It is important to know… Read more

Jason Thomas
Estate Planning Costs

How Much Does Estate Planning Cost?

Those of you who are considering planning for your estate may wonder how much to budget for the cost of assorted services including but not limited to drafting related documents. Tasks with Little or No Associated Costs Although many of the estate planning tasks you engage in will have associated fees, it is important to mention those related tasks that have minimal… Read more

Jason Thomas
Investing After Retirement

Investing After Retirement Strategies

Many investors have put less thought into investing after retirement than they have into planning their investments leading up to retirement. Some investors may even believe that the entire process of investing is something that ends once they have retired, although this is not the case for most. Almost all investors will have different objectives in retirement that will become more of… Read more

Jason Thomas
Retirement Planning Checklist

The Ultimate Retirement Planning Checklist

As you approach retirement, there are many issues to consider. This retirement planning checklist will help you get on the right track for a secure retirement. Plan for Free Time Sometimes the non-financial aspects of retirement are a greater challenge than the monetary issues. While you can have a realistic assessment of where you are financially, it can often be difficult to… 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