JT
James Thomas
from Carmel Capital Partners, LLC
James Thomas is a financial advisor based in California, San Diego,
with 43 years of experience. James currently works for
Carmel Capital Partners, LLC.
James maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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James Thomas works at Carmel Capital Partners, LLC
Carmel Capital Partners, LLC is a financial advisory firm based in San Diego, California. It currently has approximately $257,876,010 of assets under management and employs about 5 people. Carmel Capital Partners, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
15 years
Fee structure
A percentage of assets under your management and performance-based fees
Office location
11750 Sorrento Valley Road, Suite 110, San Diego, California, 92121
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