Jaime
Castiel

Avantax Advisory Services

CRD#5397846
Investment Advisor
in Encino, CA

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About this Advisor

Jaime Castiel is a financial advisor who works out of Encino, California, who has 15 years of industry experience. Castiel is an advisor for Avantax Advisory Services. During their career, the advisor has held roles at J.M. Castiel, Cpa A.C, Avantax Investment Services, Inc, Avantax Advisory Services, H D Vest Insurance Agency, J.M. Castriel, Cpa and Avantax Insurance Agency, LLC. Castiel holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in California. Avantax Advisory Services is an advisory company operating out of Coppell, TX. The investment advisory business has offices in 1,514 locations and a total of 2,433 financial advisors. It manages $31 billion in assets across its 123,393 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 123,393 customer accounts, just 6% are held by high-net-worth clients who have more than $1 million in assets. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fee schedules depend on the type of financial services. Fee types charged by Avantax Advisory Services most likely consist of asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

16055 Ventura Blvd 711
Encino, CA 91436

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$30,968,246,116

CA Average: $3,042,739,679
Total Number of Employees

2,433

CA Average: 49
Total Number of Accounts

123,393

CA Average: 2,315
Average Account Size

$250,972

CA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jaime Castiel Work History

Jaime has been registered as a financial advisor for 15 years.*

2008 - Present (16 years)

Avantax Investment Services, Inc

2008 - Present (16 years)

Avantax Advisory Services

2008 - Present (16 years)

Avantax Insurance Agency, LLC

1979 - Present (45 years)

J.M. Castiel, Cpa A.C

1979 - Present (45 years)

J.M. Castriel, Cpa

2012 - 2019 (7 years)

H D Vest Insurance Agency

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jaime Castiel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Avantax Advisory Services

Neil Nowitzke
Ann Arbor, MI
Annie Fruge
Irving, TX
Rosa Rosales
Irving, TX
Brandon Melton
Irving, TX
Jeanne Helmar
Lansdale, PA
Gabriel Sandler
Ann Arbor, MI
Denissia Gordon
Dallas, TX
Andrew Smith
Gadsden, AL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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