Edward J. Jaax
TACTIVE ADVISORS
Fair Oaks Ranch, TX
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CRD#: 5795958
Professional summary
Edward Jason Jaax, CFP®, who also goes by E. J. Jaax, Edward Jaax, is a registered financial advisor currently at TACTIVE ADVISORS, LLC located in Fair Oaks Ranch, Texas.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Edward has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
E. J. Jaax | Edward Jaax
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Fixed insurance business solutions and strategies related to life insurance for survivorship, legacy, or estate protection, disability insurance for income protection, annuities, long-term care solutions and protection, or debt elimination strategies. Compensation for these solutions is from the insurance underwriter or carrier utlilized to implement a solution, and the compensation may be either a lump-sum fee commission or an ongoing annual fee commission. Financial planning services and consultation. Depending on the client's needs, the client either pays a project fee or a monthly subscrition based fee for comprehensive, project specific, or financial topic specific financial planning services. College planning and funding services and consultation. Provide planning services specific to the college admissions process and optimizing the college funding process. Compensation is a project fee to provide a specific set of college planning and admission process deliverables. Gold Precious Metals; Independent Agent/Advisor; Investment Related; 8530 Fairway Trace Drive Fair Oaks Ranch TX 78015; Helps clients invest in pre-1933 gold coins and bullion directly; Advise and consult with clients that want to directly own gold precious metals and facilitate the purchase of such gold when the client chooses such investment allocation; Start date: 2025-02-01; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 5.
CRS (Client Relationship Summary) - RIA
Click below to view Edward Jason Jaax's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
Experience
Current
March 24, 2022 - Present
TACTIVE ADVISORS, LLC
RIA
CRD#: 309311
Fair Oaks Ranch, TX
Past
December 11, 2019 - December 13, 2022
CAPITAL MANAGEMENT SERVICES, INC.
RIA
CRD#: 118260
Fair Oaks, TX
Past
March 19, 2018 - December 31, 2019
ONE ADVOCATE GROUP
RIA
CRD#: 270005
San Antonio, TX
Past
July 15, 2010 - March 20, 2018
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
SAN ANTONIO, TX
Past
June 16, 2010 - March 20, 2018
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
SAN ANTONIO, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TACTIVE ADVISORS, LLC
LCM CAPITAL ADVISORS | TACTIVE WEALTH, INC | TACTIVE ADVISORS, LLC | TACTIVE | STRATEGY MARKETPLACE LLC | ROTH STREET FINANCIAL
CRD#: 309311 / SEC#: 801-119680
RIA
Registered Investment Advisory firm - (10/23/2020 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(3/24/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TA
TACTIVE ADVISORS, LLC
LCM CAPITAL ADVISORS | TACTIVE WEALTH, INC | TACTIVE ADVISORS, LLC | TACTIVE | STRATEGY MARKETPLACE LLC | ROTH STREET FINANCIAL
CRD#: 309311 / SEC#: 801-119680
RIA
Registered Investment Advisory firm - (10/23/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1990 Main Street Suite 750, Sarasota, FL 34236
Mailing Address
Phone number
(855) 282-2848
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (20 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,671 |
| AUM (Assets Under Management) | $ 456,874,649 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
