Jason Diaz (CRD# 6000426) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 12 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Kestra Investment Services, LLC | Petaloma, CA | Dec 2016 - Current | 7 |
Kestra Advisory Services, LLC | Petaloma, CA | Dec 2016 - Current | 7 |
Napa Valley College | Napa, CA | Jan 2015 - Dec 2018 | 3 |
Fit Body Boot Camp Novato | Novato, CA | Sep 2016 - Jul 2017 | < 1 |
Golden State Wealth Management, LLC | South Coast Metro, CA | Mar 2016 - Jan 2017 | < 1 |
Lpl Financial, LLC | Petaluma, CA | Mar 2016 - Dec 2016 | < 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 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2012 |
- CA
- TX
-
Total Assets Under Management41,795MILLIONS
-
Total Number of Accounts140,407ACCOUNTS
-
Average Account Value$297,671
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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