Jason D. Branch

AVID WEALTH PARTNERS

SAN ANTONIO, TX 78257

CRD#: 8235887

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Professional summary

Jason David Branch is a registered financial advisor currently at AVID WEALTH PARTNERS, LLC located in San Antonio, Texas.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Jason has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason David Branch's CRS (Customer Relationship Summary).

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®

None

Experience

Current

June 1, 2026 - Present

AVID WEALTH PARTNERS, LLC

Office #1: 23119 Ih 10 Building 20, San Antonio, TX 78257

RIA

CRD#: 323124

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".

AVID WEALTH PARTNERS, LLC

CRD#: 323124 / SEC#: 801-126678

RIA

Registered Investment Advisory firm - (10/3/2022 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
(6/1/2026)

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

State Security Law Exam

IAR

Series 65

Date: 5/29/2026

Uniform Investment Adviser Law Examination

Current Firm

AVID WEALTH PARTNERS, LLC

CRD#: 323124 / SEC#: 801-126678

RIA

Registered Investment Advisory firm - (10/3/2022 Approved)

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Contact information

Main Address

23119 Ih 10 Building 20, San Antonio, TX 78257

Mailing Address

Phone number

(210) 864-3333

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR AVID WEALTH PARTNERS, LLC (1/3/2025)

Regulatory assets under management

Total Number of Accounts	678
AUM (Assets Under Management)	$ 206,069,786

Red Flags

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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Jason D. Branch

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason David Branch's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVID WEALTH PARTNERS, LLC

Primary Firm SEC Registration

AVID WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/29/2026

Current Firm

AVID WEALTH PARTNERS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AVID WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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