Jason Diaz, financial advisor Austin TX

Jason Diaz

CRD Number: 6000426
Current Firm: Kestra Advisory Services, LLC

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.

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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
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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
Contact Info for Jason K. Diaz
By the Numbers
  • Total Assets Under Management
    41,795
    MILLIONS
  • Total Number of Accounts
    140,407
    ACCOUNTS
  • Average Account Value
    $297,671
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

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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Data verified by both the advisor and the public regulatory data.

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