Jason Diaz, financial advisor Santa Ana CA
90 score

Jason Diaz

CRD Number: 6000426
Current Firm: Golden State Wealth Management, LLC

Jason Diaz (CRD# 6000426) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Ana, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Golden State Wealth Management, LLC South Coast Metro, CA Jun 2016 - Current < 1
Lpl Financial, LLC Petaluma, CA Mar 2016 - Current < 1
Golden State Wealth Management, LLC Irvine, CA Mar 2016 - Jun 2016 < 1
Wells Fargo Advisors, LLC Santa Rosa, CA Dec 2013 - Mar 2016 2
Edward Jones Saint Louis, MO Nov 2011 - Dec 2013 2
Unemployed Lafayette, CA Oct 2011 - Nov 2011 < 1
You Walk Bail Bond Agency Of Northern California Martinez, CA Aug 2009 - Oct 2011 2
Aladdin Bail Bonds Martinez, CA Dec 2003 - Aug 2009 5
Jdj Promotions, Inc. Murrieta, CA Jun 2001 - Jan 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Jason K. Diaz
Phone Number: 855.273.1563
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    102
    MILLIONS
  • Total Number of Accounts
    211
    ACCOUNTS
  • Average Account Value
    $483,911
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, LA, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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