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Edward Jason Jaax

Edward Jason Jaax

CFP®
TACTIVE ADVISORS
Fair Oaks Ranch, TX
·CRD# 5795958·16 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

E. J. Jaax, Edward Jaax

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial PlannerSince 2012

Years of Experience

16 years in the financial services industry

Current & Past Employments

TACTIVE ADVISORS, LLC·CRD# 309311
RIA
Fair Oaks Ranch, TX
March 24, 2022 - Present
CAPITAL MANAGEMENT SERVICES, INC.·CRD# 118260
RIA
Fair Oaks, TX
December 11, 2019 - December 13, 2022
ONE ADVOCATE GROUP·CRD# 270005
RIA
San Antonio, TX
March 19, 2018 - December 31, 2019
CETERA WEALTH SERVICES, LLC·CRD# 13572
RIA
San Antonio, TX
July 15, 2010 - March 20, 2018
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
San Antonio, TX
June 16, 2010 - March 20, 2018

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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 - SEC (10/23/2020 Approved)

Contact Information

Main Address

1990 Main Street Suite 750, Sarasota, FL 34236

Phone Number

(855) 282-2848

# of Employees

15

SEC notice filing (20 States and Territories)

Registered to provide investment advisory services in 20 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TACTIVE ADVISORS, LLC - ADV PART 2 (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

3,434

AUM (Assets Under Management)

$619,043,913

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 - SEC (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.
IAR
Texas
(3/24/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jun 2010About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Mar 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2010About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Edward Jason Jaax's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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