Aaron Paul Karas

Employer firm

Insight Wealth Strategies, LLC CRD 293644

$1.06B regulatory AUM 48 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 04/2018
  Lincoln Financial Advisors
  Houston, TX
• 04/2018 → 06/2020
  Mutual Securities, Inc.
  Camarillo, CA
• 04/2018 → Present
  Insight Wealth Strategies, Llc.
  Houston, TX

Previous Registrations

• 2015-09-30 → 2018-05-09
  Osaic Fa, Inc.
  Houston, TX
• 2013-03-18 → 2015-09-28
  Wells Fargo Clearing Services, Llc
  Houston, TX
  The Woodlands, TX
  The Woodlands, TX
• 2012-10-01 → 2013-02-21
  J.P. Morgan Securities Llc
  Houston, TX
• 2009-10-16 → 2012-10-01
  Chase Investment Services Corp.
  Houston, TX
• 2008-10-31 → 2009-04-17
  Equitable Advisors, Llc
  The Woodlands, TX

Other Businesses

02/2025- Legacy The School of Sport Sciences - 1 HR/WK - Non-investment relates - Board Member. 09/2022 - QB1 Advisors - 15 HRS/WEEK - Investment Related- Houston, TX. Sole Owner, Consultant for professional athletes. Services provided will be holistic financial planning, investment management, and talent services such as; personal brand development, marketing and endorsements, digital and social media etiquette, contract negotiations, and public relations coaching.

Exams

• S66 Uniform Combined State Law Examination
  2008-05-12

Designations

• Certified Financial Planner