Edward Jason Jaax

Current Employers

Employment History

• 01/2013 → 03/2018
  Cetera Advisor Networks Llc
  El Segundo, CA
• 03/2018 → 12/2019
  One Advocate Group
  San Antonio, TX
• 01/2020 → Present
  Capital Management Services, Inc.
  Manchester, MO
• 06/2010 → 03/2018
  Aspect Wealth Management
  San Antonio, TX
• 11/2021 → Present
  Strategy Marketplace Llc
  Fair Oaks Ranch, TX

Previous Registrations

• 2019-12-11 → 2022-12-13
  Capital Management Services, Inc.
  Fair Oaks, TX
  San Antonio, TX
  Manchester, MO
• 2018-03-19 → 2019-12-31
  One Advocate Group
  San Antonio, TX
• 2010-07-15 → 2018-03-20
  Cetera Wealth Services, Llc
  Fair Oaks, TX
  San Antonio, TX
  San Antonio, TX

Other Businesses

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.

Exams

• S66 Uniform Combined State Law Examination
  2010-06-30

Designations

Other Names

• E. J. Jaax
• Edward Jaax