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Jason Terrance Thomas

PORTFOLIO DESIGN LABS, LLC·ENCINO, California
SIE, Series 3, Series 7, Series 30, Series 66CFAClean record17 years registeredPORTFOLIO DESIGN LABS, LLC
15760 VENTURA BLVD, ENCINO, CA 91436CRD# 4262931Firm CRD# 318127

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Terrance Thomas · ENCINO, CA
Registration
CRD #4262931 · PORTFOLIO DESIGN LABS, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

PORTFOLIO DESIGN LABS, LLC
Jan 2022 – present
ASPIRIANT, LLC
Sep 2008 – Jun 2013
SAN FRANCISCO, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 30
Series 66
Registration record
First registered · September 8, 2008
Years registered · 17
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PORTFOLIO DESIGN LABS, LLC
CRD 318127 · SEC 801-127598
AUM
$276M
Regulatory assets under management
Employees
4
329 client accounts
Services offered by PORTFOLIO DESIGN LABS, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at PORTFOLIO DESIGN LABS, LLC →
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05

Frequently Asked Questions

What services does Jason Terrance Thomas offer?
Jason Terrance Thomas specializes in Investment Management. Contact their office in ENCINO, California for a consultation.
What are Jason Terrance Thomas's credentials?
Jason Terrance Thomas holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jason Terrance Thomas located?
Jason Terrance Thomas is based in ENCINO, California, working with PORTFOLIO DESIGN LABS, LLC. Their office serves clients in the ENCINO metropolitan area and surrounding communities.
How does Jason Terrance Thomas charge for services?
Jason Terrance Thomas's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PORTFOLIO DESIGN LABS, LLC?
PORTFOLIO DESIGN LABS, LLC has approximately 4 employees and manages $276M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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