Jason DiazCRD 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.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|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|
Total Assets Under Management990MILLIONS
Total Number of Accounts2,975ACCOUNTS
Average Account Value$332,706
- A percentage of assets under your management
- 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)
AZ, CA, CO, FL, ID, LA, MI, NE, NH, NJ, NM, NV, NY, OR, PA, TN, TX, VA, WA
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