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Jason Terrance Thomas

PORTFOLIO DESIGN LABS, LLC·ENCINO, California
Clean recordPORTFOLIO 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jason Terrance Thomas is a registered financial advisor based in ENCINO, California, affiliated with PORTFOLIO DESIGN LABS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
PORTFOLIO DESIGN LABS, LLC
PORTFOLIO DESIGN LABS, LLC
AUM
$276M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PORTFOLIO DESIGN LABS, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4262931
Firm CRD# 318127
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Research
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