ABOUT US

Jevon Thomas

Jevon is a securities licensed retirement plan specialist and consultant. Jevon has over 15 years of experience helping participants, employers and business owners reach their retirement plan goals. He believes that successful retirement plans reflect the values of the organization as well as ensure participants have choices in retirement. Jevon holds the following licenses:

  • Series 6, 7, 63, 66
  • Life and Health

Jevon Thomas Retirement Plan Consultants

I recognized a need in the industry to maximize the benefit of company sponsored retirement plans for owners and employers along with their participants and employees.


After spending over 18 years in the industry, I realized many employers feel employer goals and employee retirement readiness have very little to do with each other.


Simply put it is in the employer’s best interest to have, support and engage employees in a retirement plan that reflects the goals, culture and objectives of the employer.

Jevon K Thomas

Retirement Plan Consultants

Financial Advisor

(949) 545-1358

We are a financial advising firm specializing in employer sponsored retirement plans. We can help with 401K's, 403B's, 457's, defined benefits, ESOP's and Non Qualified plans.


We help protect, design and grow your employer sponsored retirement plan. Acting in the best interests of the participants and creating a retirement plan that emphasizes corporate goals and objectives are two sides of the same coin.


Please call us today - we'll be happy to offer you a free initial consultation. Thanks for visiting!

15520 Rockfield Blvd, Suite G, Irvine, CA 92618

Securities and investment advisory services offered through World Equity Group, Inc., member FINRA / SIPC. Jevon Thomas Retirement Plan Consultants and World Equity Group, Inc. are independently owned and operated. World Equity Group, Inc. does not provide tax or legal advice. For tax advice consult with a qualified tax professional. For legal advice consult with an attorney.


This website contains links to third-party websites and neither Jevon Thomas Retirement Plan Consultants or World Equity Group, Inc. can attest to the accuracy of the information contained within these websites. Nor is World Equity Group Inc. or Jevon Thomas Retirement Plan Consultants liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. World Equity Group Form CRS.