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Jason David Branch

Avid Wealth Partners, LLC

San Antonio, TX

CRD 8235887

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Employer firm

Avid Wealth Partners, LLC CRD 323124

$299M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Avid Wealth Partners, Llc

23119 Ih 10 Building 20, San Antonio, TX 78257 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-01
  • TX RA
    APPROVED
    Since 2026-06-01

Branch Locations

23119 Ih 10 Building 20, San Antonio, TX 78257 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Avid Wealth Partners, Llc San Antonio TX 06/2026 Present
United States Air Force San Antonio TX 02/2022 03/2026
United States Air Force San Antonio TX 06/2015 02/2022
  • 06/2026 → Present
    Avid Wealth Partners, Llc
    San Antonio, TX
  • 02/2022 → 03/2026
    United States Air Force
    San Antonio, TX
  • 06/2015 → 02/2022
    United States Air Force
    San Antonio, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-29
  • S65 Uniform Investment Adviser Law Examination
    2026-05-29

View on SEC IAPD

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Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX

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