Jason Diaz, financial advisor Santa Ana CA

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 8 years of experience in the finance industry.

Similar Advisors
Daniel Horgan, financial advisor Santa Ana CA
Daniel C. Horgan
CRD# 1620034
Raymond James & Associates, Inc.
Similar Advisors
James Skorheim, financial advisor Santa Ana CA
James M. Skorheim
CRD# 6384003
Dorman Skorheim Wealth Management LLC
Similar Advisors
Richard Jensen, financial advisor Santa Ana CA
Richard A. Jensen
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name Location Dates Years
Golden State Wealth Management, LLC South Coast Metro, CA Jun 2016 - Current 4
Lpl Financial, LLC Petaluma, CA Mar 2016 - Current 4
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: 866.273.1563
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
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


Ready to hire a financial advisor? Get competitive proposals from Jason Diaz and other advisors.
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.